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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 | $387,024 | $123,000+214.7% | $105,582+266.6% | $198,609+94.9% |
| Participation rate | 71.4% | 76.8%-5.3pp | 71.8%-0.3pp | 82.4%-10.9pp |
| Annual return | 14.81% | 18.31%-3.5pp | 18.61%-3.8pp | 202.70%-187.9pp |
| Employer contribution / active EE | $2,223 | $3,582-37.9% | $2,984-25.5% | $5,055-56.0% |
| Participant deferral / active EE | $8,024 | $5,013+60.1% | $4,353+84.3% | $6,977+15.0% |
| Admin fee / account holder | $3,348 | $16,254-79.4% | $12,856-74.0% | $19,030-82.4% |