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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 | $327,581 | $407,956-19.7% | $299,830+9.3% | $198,609+64.9% |
| Participation rate | 92.3% | 83.3%+9.0pp | 78.5%+13.8pp | 82.4%+9.9pp |
| Annual return | 17.11% | 6.66%+10.4pp | 10.58%+6.5pp | 202.70%-185.6pp |
| Employer contribution / active EE | $2,704 | $7,661-64.7% | $5,842-53.7% | $5,055-46.5% |
| Participant deferral / active EE | $17,186 | $8,628+99.2% | $7,038+144.2% | $6,977+146.3% |
| Admin fee / account holder | $9,209 | $73,031-87.4% | $50,982-81.9% | $19,030-51.6% |