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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 | $324,340 | $181,896+78.3% | $156,551+107.2% | $273,972+18.4% |
| Participation rate | 84.6% | 88.4%-3.8pp | 84.0%+0.6pp | 83.0%+1.6pp |
| Annual return | 4.56% | 30.74%-26.2pp | 32.23%-27.7pp | 41.46%-36.9pp |
| Employer contribution / active EE | $2,054 | $6,248-67.1% | $5,501-62.7% | $4,869-57.8% |
| Participant deferral / active EE | $6,899 | $5,550+24.3% | $4,871+41.6% | $5,287+30.5% |
| Admin fee / account holder | $3,834 | $15,560-75.4% | $13,028-70.6% | $10,133-62.2% |