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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 | $455,920 | $124,980+264.8% | $108,359+320.7% | $154,746+194.6% |
| Participation rate | 75.0% | 75.2%-0.2pp | 70.1%+4.9pp | 80.7%-5.7pp |
| Annual return | 14.62% | 45.00%-30.4pp | 36.89%-22.3pp | 172.34%-157.7pp |
| Employer contribution / active EE | $2,911 | $2,851+2.1% | $2,399+21.3% | $4,379-33.5% |
| Participant deferral / active EE | $7,129 | $4,743+50.3% | $4,137+72.3% | $6,730+5.9% |
| Admin fee / account holder | $1,062 | $11,502-90.8% | $9,741-89.1% | $14,365-92.6% |