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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 | $356,352 | $115,225+209.3% | $100,712+253.8% | $138,895+156.6% |
| Participation rate | 87.5% | 74.3%+13.2pp | 69.3%+18.2pp | 79.9%+7.6pp |
| Annual return | 15.20% | 40.35%-25.2pp | 33.27%-18.1pp | 145.39%-130.2pp |
| Employer contribution / active EE | $1,274 | $2,771-54.0% | $2,313-44.9% | $4,194-69.6% |
| Participant deferral / active EE | $2,848 | $4,699-39.4% | $4,085-30.3% | $6,396-55.5% |
| Admin fee / account holder | $37,768 | $10,844+248.3% | $9,256+308.0% | $12,562+200.6% |