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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 | $308,188 | $162,781+89.3% | $133,956+130.1% | $158,931+93.9% |
| Participation rate | 75.0% | 83.2%-8.2pp | 79.8%-4.8pp | 82.0%-7.0pp |
| Annual return | 7.05% | 41.94%-34.9pp | 45.09%-38.0pp | 302.86%-295.8pp |
| Employer contribution / active EE | $1,499 | $4,975-69.9% | $3,919-61.7% | $4,761-68.5% |
| Participant deferral / active EE | $4,718 | $5,911-20.2% | $5,048-6.5% | $5,982-21.1% |
| Admin fee / account holder | $2,467 | $11,736-79.0% | $8,927-72.4% | $11,247-78.1% |