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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 | $349,369 | $100,279+248.4% | $81,353+329.4% | $145,884+139.5% |
| Participation rate | 92.3% | 74.3%+18.0pp | 69.5%+22.8pp | 80.3%+12.0pp |
| Annual return | 14.60% | 34.49%-19.9pp | 24.82%-10.2pp | 551.85%-537.2pp |
| Employer contribution / active EE | $1,333 | $2,979-55.3% | $2,464-45.9% | $4,662-71.4% |
| Participant deferral / active EE | $1,622 | $4,611-64.8% | $3,885-58.3% | $6,690-75.8% |
| Admin fee / account holder | $4,016 | $8,206-51.1% | $5,766-30.4% | $13,392-70.0% |