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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 | $432,888 | $102,245+323.4% | $89,340+384.5% | $137,256+215.4% |
| Participation rate | 77.8% | 74.9%+2.9pp | 69.6%+8.2pp | 80.0%-2.2pp |
| Annual return | 16.90% | 21.89%-5.0pp | 20.57%-3.7pp | 220.34%-203.4pp |
| Employer contribution / active EE | $2,423 | $2,529-4.2% | $2,231+8.6% | $4,156-41.7% |
| Participant deferral / active EE | $10,448 | $4,436+135.5% | $3,823+173.3% | $6,407+63.1% |
| Admin fee / account holder | $1,350 | $8,085-83.3% | $6,704-79.9% | $12,270-89.0% |