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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 | $424,843 | $102,245+315.5% | $89,340+375.5% | $137,256+209.5% |
| Participation rate | 72.7% | 74.9%-2.2pp | 69.6%+3.2pp | 80.0%-7.2pp |
| Annual return | 15.58% | 21.89%-6.3pp | 20.57%-5.0pp | 220.34%-204.8pp |
| Employer contribution / active EE | $1,818 | $2,529-28.1% | $2,231-18.5% | $4,156-56.3% |
| Participant deferral / active EE | $1,804 | $4,436-59.3% | $3,823-52.8% | $6,407-71.8% |
| Admin fee / account holder | $5,745 | $8,085-28.9% | $6,704-14.3% | $12,270-53.2% |