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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 | $115,225+214.3% | $100,712+259.5% | $138,895+160.7% |
| Participation rate | 75.0% | 74.3%+0.7pp | 69.3%+5.7pp | 79.9%-4.9pp |
| Annual return | 16.20% | 40.35%-24.2pp | 33.27%-17.1pp | 145.39%-129.2pp |
| Employer contribution / active EE | $1,313 | $2,771-52.6% | $2,313-43.2% | $4,194-68.7% |
| Participant deferral / active EE | $13,788 | $4,699+193.4% | $4,085+237.5% | $6,396+115.6% |
| Admin fee / account holder | $1,270 | $10,844-88.3% | $9,256-86.3% | $12,562-89.9% |