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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 | $358,051 | $95,453+275.1% | $112,040+219.6% | $82,448+334.3% |
| Participation rate | 83.9% | 72.8%+11.1pp | 76.5%+7.4pp | 68.1%+15.8pp |
| Annual return | 15.24% | 23.92%-8.7pp | 24.52%-9.3pp | 41.64%-26.4pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $5,107 | $4,224+20.9% | $5,098+0.2% | $4,139+23.4% |
| Admin fee / account holder | $1,176 | $9,013-86.9% | $12,098-90.3% | $7,234-83.7% |