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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 | $251,004+30.5% | $191,597+71.0% | $138,895+135.8% |
| Participation rate | 92.3% | 82.4%+10.0pp | 76.9%+15.4pp | 79.9%+12.4pp |
| Annual return | 17.11% | 31.05%-13.9pp | 27.07%-10.0pp | 145.39%-128.3pp |
| Employer contribution / active EE | $2,704 | $6,226-56.6% | $5,025-46.2% | $4,194-35.5% |
| Participant deferral / active EE | $17,186 | $8,154+110.8% | $6,850+150.9% | $6,396+168.7% |
| Admin fee / account holder | $9,209 | $31,471-70.7% | $22,799-59.6% | $12,562-26.7% |