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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 | $321,296 | $123,000+161.2% | $105,582+204.3% | $198,609+61.8% |
| Participation rate | 75.0% | 76.8%-1.8pp | 71.8%+3.2pp | 82.4%-7.4pp |
| Annual return | 16.98% | 18.31%-1.3pp | 18.61%-1.6pp | 202.70%-185.7pp |
| Employer contribution / active EE | $0 | $3,582-100.0% | $2,984-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $9,362 | $5,013+86.8% | $4,353+115.1% | $6,977+34.2% |
| Admin fee / account holder | $2,496 | $16,254-84.6% | $12,856-80.6% | $19,030-86.9% |