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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 | $280,787 | $161,352+74.0% | $134,172+109.3% | $137,256+104.6% |
| Participation rate | 88.9% | 78.3%+10.6pp | 72.5%+16.4pp | 80.0%+8.9pp |
| Annual return | 14.76% | 28.72%-14.0pp | 25.30%-10.5pp | 220.34%-205.6pp |
| Employer contribution / active EE | $2,318 | $4,099-43.4% | $3,420-32.2% | $4,156-44.2% |
| Participant deferral / active EE | $10,538 | $5,552+89.8% | $4,690+124.7% | $6,407+64.5% |
| Admin fee / account holder | $1,332 | $15,028-91.1% | $12,016-88.9% | $12,270-89.1% |