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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 | $115,225+220.1% | $100,712+266.2% | $138,895+165.6% |
| Participation rate | 75.0% | 74.3%+0.7pp | 69.3%+5.7pp | 79.9%-4.9pp |
| Annual return | 17.09% | 40.35%-23.3pp | 33.27%-16.2pp | 145.39%-128.3pp |
| Employer contribution / active EE | $3,215 | $2,771+16.0% | $2,313+39.0% | $4,194-23.3% |
| Participant deferral / active EE | $13,616 | $4,699+189.7% | $4,085+233.3% | $6,396+112.9% |
| Admin fee / account holder | $1,604 | $10,844-85.2% | $9,256-82.7% | $12,562-87.2% |