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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 | $274,748 | $124,425+120.8% | $112,040+145.2% | $137,256+100.2% |
| Participation rate | 94.7% | 79.3%+15.4pp | 76.5%+18.2pp | 80.0%+14.8pp |
| Annual return | 13.78% | 24.72%-10.9pp | 24.52%-10.7pp | 220.34%-206.6pp |
| Employer contribution / active EE | $3,398 | $3,411-0.4% | $2,954+15.0% | $4,156-18.2% |
| Participant deferral / active EE | $7,291 | $5,718+27.5% | $5,098+43.0% | $6,407+13.8% |
| Admin fee / account holder | $42,539 | $15,207+179.7% | $12,098+251.6% | $12,270+246.7% |