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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $382,599 | $110,410+246.5% | $102,437+273.5% | $145,897+162.2% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 9.99% | 24.85%-14.9pp | 24.95%-15.0pp | 552.29%-542.3pp |
| Employer contribution / active EE | $2,479 | $4,217-41.2% | $3,871-35.9% | $4,663-46.8% |
| Participant deferral / active EE | $10,475 | $5,622+86.3% | $5,060+107.0% | $6,689+56.6% |
| Admin fee / account holder | $2,243 | $9,745-77.0% | $8,388-73.3% | $13,390-83.2% |