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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 | $312,204 | $95,453+227.1% | $112,040+178.7% | $82,448+278.7% |
| Participation rate | 89.7% | 72.8%+16.9pp | 76.5%+13.2pp | 68.1%+21.6pp |
| Annual return | 19.11% | 23.92%-4.8pp | 24.52%-5.4pp | 41.64%-22.5pp |
| Employer contribution / active EE | $3,235 | $2,318+39.6% | $2,954+9.5% | $2,551+26.8% |
| Participant deferral / active EE | $6,806 | $4,224+61.1% | $5,098+33.5% | $4,139+64.4% |
| Admin fee / account holder | $11,776 | $9,013+30.6% | $12,098-2.7% | $7,234+62.8% |