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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 | $126,661+124.8% | $113,397+151.1% | $138,895+105.0% |
| Participation rate | 83.3% | 79.4%+3.9pp | 76.5%+6.8pp | 79.9%+3.4pp |
| Annual return | 10.82% | 25.05%-14.2pp | 23.20%-12.4pp | 145.39%-134.6pp |
| Employer contribution / active EE | $2,149 | $3,456-37.8% | $2,977-27.8% | $4,194-48.8% |
| Participant deferral / active EE | $6,439 | $5,693+13.1% | $5,076+26.8% | $6,396+0.7% |
| Admin fee / account holder | $753 | $14,549-94.8% | $11,957-93.7% | $12,562-94.0% |