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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 | $365,077 | $182,442+100.1% | $163,379+123.5% | $138,895+162.8% |
| Participation rate | 71.4% | 79.8%-8.4pp | 76.8%-5.4pp | 79.9%-8.5pp |
| Annual return | 16.85% | 72.74%-55.9pp | 63.41%-46.6pp | 145.39%-128.5pp |
| Employer contribution / active EE | $1,904 | $4,159-54.2% | $3,752-49.3% | $4,194-54.6% |
| Participant deferral / active EE | $7,535 | $6,817+10.5% | $6,282+20.0% | $6,396+17.8% |
| Admin fee / account holder | $22,095 | $10,396+112.5% | $9,818+125.0% | $12,562+75.9% |