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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 | $429,035 | $181,896+135.9% | $156,551+174.1% | $273,972+56.6% |
| Participation rate | 85.7% | 88.4%-2.7pp | 84.0%+1.7pp | 83.0%+2.7pp |
| Annual return | 8.22% | 30.74%-22.5pp | 32.23%-24.0pp | 41.46%-33.2pp |
| Employer contribution / active EE | $4,684 | $6,248-25.0% | $5,501-14.9% | $4,869-3.8% |
| Participant deferral / active EE | $7,239 | $5,550+30.4% | $4,871+48.6% | $5,287+36.9% |
| Admin fee / account holder | $2,159 | $15,560-86.1% | $13,028-83.4% | $10,133-78.7% |