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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 | $282,059+16.1% | $213,469+53.5% | $154,746+111.7% |
| Participation rate | 92.3% | 82.7%+9.6pp | 77.1%+15.2pp | 80.7%+11.6pp |
| Annual return | 17.11% | 20.90%-3.8pp | 20.58%-3.5pp | 172.34%-155.2pp |
| Employer contribution / active EE | $2,704 | $6,189-56.3% | $4,994-45.8% | $4,379-38.2% |
| Participant deferral / active EE | $17,186 | $8,186+109.9% | $6,841+151.2% | $6,730+155.4% |
| Admin fee / account holder | $9,209 | $37,435-75.4% | $27,141-66.1% | $14,365-35.9% |