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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 | $306,047 | $59,839+411.5% | $81,991+273.3% | $79,852+283.3% |
| Participation rate | 92.9% | 61.6%+31.2pp | 69.3%+23.6pp | 69.6%+23.2pp |
| Annual return | 15.43% | 17.56%-2.1pp | 41.31%-25.9pp | 31.72%-16.3pp |
| Employer contribution / active EE | $0 | $1,713-100.0% | $2,498-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $15,440 | $2,695+472.9% | $3,722+314.8% | $3,740+312.8% |
| Admin fee / account holder | $5,990 | $4,287+39.7% | $5,665+5.7% | $5,306+12.9% |