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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 | $433,706 | $138,312+213.6% | $122,979+252.7% | $155,188+179.5% |
| Participation rate | 75.0% | 80.2%-5.2pp | 77.2%-2.2pp | 80.8%-5.8pp |
| Annual return | 12.52% | 22.06%-9.5pp | 20.12%-7.6pp | 148.84%-136.3pp |
| Employer contribution / active EE | $4,118 | $3,530+16.6% | $3,062+34.5% | $4,248-3.1% |
| Participant deferral / active EE | $12,237 | $5,592+118.8% | $5,003+144.6% | $6,531+87.4% |
| Admin fee / account holder | $2,616 | $15,089-82.7% | $12,864-79.7% | $14,480-81.9% |