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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 | $414,670 | $136,860+203.0% | $120,344+244.6% | $154,746+168.0% |
| Participation rate | 75.0% | 79.9%-4.9pp | 76.7%-1.7pp | 80.7%-5.7pp |
| Annual return | 16.03% | 21.38%-5.3pp | 20.30%-4.3pp | 172.34%-156.3pp |
| Employer contribution / active EE | $7,364 | $3,533+108.4% | $3,020+143.8% | $4,379+68.2% |
| Participant deferral / active EE | $8,079 | $5,793+39.4% | $5,135+57.3% | $6,730+20.0% |
| Admin fee / account holder | $5,166 | $15,393-66.4% | $12,742-59.5% | $14,365-64.0% |