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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 | $368,855 | $123,155+199.5% | $108,753+239.2% | $155,188+137.7% |
| Participation rate | 75.0% | 75.6%-0.6pp | 71.1%+3.9pp | 80.8%-5.8pp |
| Annual return | 17.09% | 44.73%-27.6pp | 37.47%-20.4pp | 148.84%-131.8pp |
| Employer contribution / active EE | $3,215 | $2,811+14.4% | $2,427+32.5% | $4,248-24.3% |
| Participant deferral / active EE | $13,616 | $4,623+194.5% | $4,115+230.9% | $6,531+108.5% |
| Admin fee / account holder | $1,604 | $12,126-86.8% | $10,320-84.5% | $14,480-88.9% |