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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 | $543,759 | $199,109+173.1% | $173,730+213.0% | $154,746+251.4% |
| Participation rate | 71.4% | 82.8%-11.4pp | 79.6%-8.1pp | 80.7%-9.3pp |
| Annual return | 15.74% | 20.02%-4.3pp | 19.96%-4.2pp | 172.34%-156.6pp |
| Employer contribution / active EE | $1,940 | $5,311-63.5% | $4,577-57.6% | $4,379-55.7% |
| Participant deferral / active EE | $6,701 | $7,113-5.8% | $6,326+5.9% | $6,730-0.4% |
| Admin fee / account holder | $5,776 | $20,916-72.4% | $17,523-67.0% | $14,365-59.8% |