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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 | $327,779 | $110,248+197.3% | $95,728+242.4% | $139,456+135.0% |
| Participation rate | 75.0% | 75.7%-0.7pp | 72.3%+2.7pp | 80.3%-5.3pp |
| Annual return | 13.98% | 27.16%-13.2pp | 28.40%-14.4pp | 373.45%-359.5pp |
| Employer contribution / active EE | $1,620 | $3,258-50.3% | $2,835-42.9% | $4,753-65.9% |
| Participant deferral / active EE | $6,723 | $4,675+43.8% | $4,245+58.4% | $6,711+0.2% |
| Admin fee / account holder | $1,226 | $6,607-81.4% | $5,673-78.4% | $11,407-89.3% |