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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 | $284,737 | $124,425+128.8% | $112,040+154.1% | $137,256+107.4% |
| Participation rate | 83.3% | 79.3%+4.0pp | 76.5%+6.8pp | 80.0%+3.4pp |
| Annual return | 10.82% | 24.72%-13.9pp | 24.52%-13.7pp | 220.34%-209.5pp |
| Employer contribution / active EE | $2,149 | $3,411-37.0% | $2,954-27.2% | $4,156-48.3% |
| Participant deferral / active EE | $6,439 | $5,718+12.6% | $5,098+26.3% | $6,407+0.5% |
| Admin fee / account holder | $753 | $15,207-95.0% | $12,098-93.8% | $12,270-93.9% |