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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 | $415,151 | $123,155+237.1% | $108,753+281.7% | $155,188+167.5% |
| Participation rate | 77.8% | 75.6%+2.1pp | 71.1%+6.7pp | 80.8%-3.0pp |
| Annual return | 19.14% | 44.73%-25.6pp | 37.47%-18.3pp | 148.84%-129.7pp |
| Employer contribution / active EE | $1,460 | $2,811-48.1% | $2,427-39.8% | $4,248-65.6% |
| Participant deferral / active EE | $8,154 | $4,623+76.4% | $4,115+98.2% | $6,531+24.9% |
| Admin fee / account holder | $3,942 | $12,126-67.5% | $10,320-61.8% | $14,480-72.8% |