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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 | $328,072 | $107,368+205.6% | $92,915+253.1% | $152,909+114.6% |
| Participation rate | 75.0% | 79.8%-4.8pp | 76.0%-1.0pp | 82.5%-7.5pp |
| Annual return | 23.84% | 145.64%-121.8pp | 109.45%-85.6pp | 345.46%-321.6pp |
| Employer contribution / active EE | $1,667 | $4,222-60.5% | $3,653-54.4% | $4,764-65.0% |
| Participant deferral / active EE | $11,664 | $4,848+140.6% | $4,238+175.2% | $5,851+99.3% |
| Admin fee / account holder | $1,183 | $7,082-83.3% | $5,796-79.6% | $11,601-89.8% |