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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 | $301,091 | $184,014+63.6% | $161,149+86.8% | $138,895+116.8% |
| Participation rate | 94.4% | 82.1%+12.4pp | 78.8%+15.6pp | 79.9%+14.5pp |
| Annual return | 14.99% | 21.52%-6.5pp | 21.16%-6.2pp | 145.39%-130.4pp |
| Employer contribution / active EE | $0 | $5,055-100.0% | $4,360-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $6,168 | $6,909-10.7% | $6,153+0.2% | $6,396-3.6% |
| Admin fee / account holder | $5,553 | $18,027-69.2% | $15,194-63.5% | $12,562-55.8% |