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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 | $100,004+249.4% | $81,438+329.0% | $145,959+139.4% |
| Participation rate | 92.3% | 74.2%+18.1pp | 69.5%+22.8pp | 80.3%+12.0pp |
| Annual return | 14.60% | 34.34%-19.7pp | 24.74%-10.1pp | 561.95%-547.4pp |
| Employer contribution / active EE | $1,333 | $2,970-55.1% | $2,460-45.8% | $4,661-71.4% |
| Participant deferral / active EE | $1,622 | $4,603-64.8% | $3,883-58.2% | $6,689-75.8% |
| Admin fee / account holder | $4,016 | $8,202-51.0% | $5,764-30.3% | $13,398-70.0% |