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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 | $417,417 | $100,970+313.4% | $96,576+332.2% | $137,256+204.1% |
| Participation rate | 90.0% | 82.6%+7.4pp | 81.4%+8.6pp | 80.0%+10.0pp |
| Annual return | 18.07% | 38.16%-20.1pp | 38.47%-20.4pp | 220.34%-202.3pp |
| Employer contribution / active EE | $2,854 | $3,809-25.1% | $3,553-19.7% | $4,156-31.3% |
| Participant deferral / active EE | $9,120 | $8,286+10.1% | $7,956+14.6% | $6,407+42.3% |
| Admin fee / account holder | $6,022 | $11,312-46.8% | $11,381-47.1% | $12,270-50.9% |