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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 | $318,794 | $107,809+195.7% | $97,032+228.5% | $155,188+105.4% |
| Participation rate | 85.7% | 75.5%+10.2pp | 71.6%+14.1pp | 80.8%+4.9pp |
| Annual return | 16.72% | 38.06%-21.3pp | 35.38%-18.7pp | 148.84%-132.1pp |
| Employer contribution / active EE | $2,471 | $2,911-15.1% | $2,629-6.0% | $4,248-41.8% |
| Participant deferral / active EE | $10,817 | $5,129+110.9% | $4,672+131.5% | $6,531+65.6% |
| Admin fee / account holder | $8,866 | $10,717-17.3% | $9,418-5.9% | $14,480-38.8% |