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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 | $365,345 | $112,729+224.1% | $98,716+270.1% | $137,256+166.2% |
| Participation rate | 90.9% | 74.2%+16.7pp | 69.3%+21.6pp | 80.0%+10.9pp |
| Annual return | 12.03% | 38.48%-26.4pp | 31.81%-19.8pp | 220.34%-208.3pp |
| Employer contribution / active EE | $10,909 | $2,725+300.3% | $2,279+378.8% | $4,156+162.5% |
| Participant deferral / active EE | $0 | $4,640-100.0% | $4,048-100.0% | $6,407-100.0% |
| Admin fee / account holder | $8,837 | $10,129-12.7% | $8,703+1.5% | $12,270-28.0% |