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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 | $315,708 | $100,970+212.7% | $96,576+226.9% | $137,256+130.0% |
| Participation rate | 78.6% | 82.6%-4.0pp | 81.4%-2.9pp | 80.0%-1.4pp |
| Annual return | 17.00% | 38.16%-21.2pp | 38.47%-21.5pp | 220.34%-203.3pp |
| Employer contribution / active EE | $3,373 | $3,809-11.5% | $3,553-5.1% | $4,156-18.9% |
| Participant deferral / active EE | $11,348 | $8,286+37.0% | $7,956+42.6% | $6,407+77.1% |
| Admin fee / account holder | $27,961 | $11,312+147.2% | $11,381+145.7% | $12,270+127.9% |