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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 | $97,289+224.5% | $92,805+240.2% | $155,188+103.4% |
| Participation rate | 78.6% | 84.2%-5.6pp | 83.5%-4.9pp | 80.8%-2.2pp |
| Annual return | 17.00% | 29.03%-12.0pp | 31.59%-14.6pp | 148.84%-131.8pp |
| Employer contribution / active EE | $3,373 | $3,632-7.1% | $3,424-1.5% | $4,248-20.6% |
| Participant deferral / active EE | $11,348 | $8,795+29.0% | $8,448+34.3% | $6,531+73.8% |
| Admin fee / account holder | $27,961 | $12,015+132.7% | $10,911+156.3% | $14,480+93.1% |