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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 | $288,849 | $49,255+486.4% | $70,494+309.8% | $79,856+261.7% |
| Participation rate | 73.7% | 69.2%+4.5pp | 75.1%-1.4pp | 69.6%+4.0pp |
| Annual return | 12.23% | 30.10%-17.9pp | 109.16%-96.9pp | 31.71%-19.5pp |
| Employer contribution / active EE | $9,164 | $2,100+336.4% | $2,738+234.7% | $2,471+270.8% |
| Participant deferral / active EE | $3,818 | $2,768+37.9% | $3,711+2.9% | $3,741+2.1% |
| Admin fee / account holder | $2,753 | $2,879-4.4% | $3,848-28.5% | $5,306-48.1% |