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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 | $323,416 | $102,609+215.2% | $98,090+229.7% | $138,895+132.8% |
| Participation rate | 83.3% | 82.8%+0.6pp | 81.5%+1.8pp | 79.9%+3.4pp |
| Annual return | 13.71% | 36.44%-22.7pp | 37.05%-23.3pp | 145.39%-131.7pp |
| Employer contribution / active EE | $2,657 | $3,867-31.3% | $3,606-26.3% | $4,194-36.7% |
| Participant deferral / active EE | $6,895 | $8,167-15.6% | $7,845-12.1% | $6,396+7.8% |
| Admin fee / account holder | $4,024 | $11,434-64.8% | $11,815-65.9% | $12,562-68.0% |