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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 | $362,591 | $199,109+82.1% | $173,730+108.7% | $154,746+134.3% |
| Participation rate | 80.0% | 82.8%-2.8pp | 79.6%+0.4pp | 80.7%-0.7pp |
| Annual return | 17.44% | 20.02%-2.6pp | 19.96%-2.5pp | 172.34%-154.9pp |
| Employer contribution / active EE | $0 | $5,311-100.0% | $4,577-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $9,045 | $7,113+27.2% | $6,326+43.0% | $6,730+34.4% |
| Admin fee / account holder | $4,380 | $20,916-79.1% | $17,523-75.0% | $14,365-69.5% |