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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 | $392,755 | $112,729+248.4% | $98,716+297.9% | $137,256+186.1% |
| Participation rate | 87.5% | 74.2%+13.3pp | 69.3%+18.2pp | 80.0%+7.5pp |
| Annual return | 15.05% | 38.48%-23.4pp | 31.81%-16.8pp | 220.34%-205.3pp |
| Employer contribution / active EE | $2,920 | $2,725+7.2% | $2,279+28.2% | $4,156-29.7% |
| Participant deferral / active EE | $4,939 | $4,640+6.4% | $4,048+22.0% | $6,407-22.9% |
| Admin fee / account holder | $6,567 | $10,129-35.2% | $8,703-24.5% | $12,270-46.5% |