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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 | $107,733+259.2% | $92,985+316.2% | $154,746+150.1% |
| Participation rate | 71.4% | 74.6%-3.1pp | 69.5%+1.9pp | 80.7%-9.3pp |
| Annual return | 14.81% | 30.39%-15.6pp | 27.99%-13.2pp | 172.34%-157.5pp |
| Employer contribution / active EE | $2,223 | $3,126-28.9% | $2,662-16.5% | $4,379-49.2% |
| Participant deferral / active EE | $8,024 | $5,053+58.8% | $4,377+83.3% | $6,730+19.2% |
| Admin fee / account holder | $3,348 | $11,369-70.5% | $9,463-64.6% | $14,365-76.7% |