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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 | $338,211 | $115,931+191.7% | $185,441+82.4% | $86,983+288.8% |
| Participation rate | 85.2% | 73.6%+11.6pp | 80.3%+4.9pp | 69.5%+15.6pp |
| Annual return | 14.44% | 21.47%-7.0pp | 20.16%-5.7pp | 25.83%-11.4pp |
| Employer contribution / active EE | $4,166 | $2,937+41.8% | $4,672-10.8% | $2,584+61.2% |
| Participant deferral / active EE | $10,343 | $4,551+127.3% | $6,152+68.1% | $4,194+146.6% |
| Admin fee / account holder | $6,238 | $10,687-41.6% | $17,890-65.1% | $7,856-20.6% |