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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 | $362,097 | $112,729+221.2% | $98,716+266.8% | $137,256+163.8% |
| Participation rate | 75.0% | 74.2%+0.8pp | 69.3%+5.7pp | 80.0%-5.0pp |
| Annual return | 16.20% | 38.48%-22.3pp | 31.81%-15.6pp | 220.34%-204.1pp |
| Employer contribution / active EE | $1,313 | $2,725-51.8% | $2,279-42.4% | $4,156-68.4% |
| Participant deferral / active EE | $13,788 | $4,640+197.1% | $4,048+240.6% | $6,407+115.2% |
| Admin fee / account holder | $1,270 | $10,129-87.5% | $8,703-85.4% | $12,270-89.7% |