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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 | $361,467 | $184,014+96.4% | $161,149+124.3% | $138,895+160.2% |
| Participation rate | 81.3% | 82.1%-0.8pp | 78.8%+2.4pp | 79.9%+1.3pp |
| Annual return | 14.62% | 21.52%-6.9pp | 21.16%-6.5pp | 145.39%-130.8pp |
| Employer contribution / active EE | $20,559 | $5,055+306.7% | $4,360+371.5% | $4,194+390.2% |
| Participant deferral / active EE | $11,103 | $6,909+60.7% | $6,153+80.4% | $6,396+73.6% |
| Admin fee / account holder | $5,441 | $18,027-69.8% | $15,194-64.2% | $12,562-56.7% |