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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 | $100,147+248.9% | $81,286+329.8% | $145,877+139.5% |
| Participation rate | 92.3% | 74.2%+18.1pp | 69.5%+22.8pp | 80.3%+12.0pp |
| Annual return | 14.60% | 34.44%-19.8pp | 24.80%-10.2pp | 551.28%-536.7pp |
| Employer contribution / active EE | $1,333 | $2,977-55.2% | $2,463-45.9% | $4,663-71.4% |
| Participant deferral / active EE | $1,622 | $4,607-64.8% | $3,883-58.2% | $6,691-75.8% |
| Admin fee / account holder | $4,016 | $8,201-51.0% | $5,764-30.3% | $13,402-70.0% |