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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 | $103,164+311.8% | $90,259+370.7% | $154,746+174.5% |
| Participation rate | 72.7% | 76.1%-3.4pp | 70.7%+2.0pp | 80.7%-8.0pp |
| Annual return | 15.58% | 19.25%-3.7pp | 18.88%-3.3pp | 172.34%-156.8pp |
| Employer contribution / active EE | $1,818 | $2,532-28.2% | $2,291-20.6% | $4,379-58.5% |
| Participant deferral / active EE | $1,804 | $4,422-59.2% | $3,827-52.9% | $6,730-73.2% |
| Admin fee / account holder | $5,745 | $8,593-33.1% | $7,267-20.9% | $14,365-60.0% |