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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 | $114,712+194.8% | $173,730+94.7% | $87,485+286.6% |
| Participation rate | 85.2% | 73.0%+12.2pp | 79.6%+5.6pp | 68.9%+16.3pp |
| Annual return | 14.44% | 20.18%-5.7pp | 19.96%-5.5pp | 26.06%-11.6pp |
| Employer contribution / active EE | $4,166 | $2,904+43.4% | $4,577-9.0% | $2,596+60.5% |
| Participant deferral / active EE | $10,343 | $4,642+122.8% | $6,326+63.5% | $4,274+142.0% |
| Admin fee / account holder | $6,238 | $10,210-38.9% | $17,523-64.4% | $7,775-19.8% |