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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 | $467,331 | $201,259+132.2% | $184,200+153.7% | $145,959+220.2% |
| Participation rate | 92.3% | 87.5%+4.8pp | 86.8%+5.5pp | 80.3%+12.0pp |
| Annual return | 14.12% | 28.98%-14.9pp | 28.80%-14.7pp | 561.95%-547.8pp |
| Employer contribution / active EE | $3,885 | $7,018-44.6% | $6,424-39.5% | $4,661-16.6% |
| Participant deferral / active EE | $8,745 | $9,806-10.8% | $9,132-4.2% | $6,689+30.7% |
| Admin fee / account holder | $2,963 | $16,372-81.9% | $13,907-78.7% | $13,398-77.9% |