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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 | $123,155+270.2% | $108,753+319.2% | $155,188+193.8% |
| Participation rate | 75.0% | 75.6%-0.6pp | 71.1%+3.9pp | 80.8%-5.8pp |
| Annual return | 14.62% | 44.73%-30.1pp | 37.47%-22.9pp | 148.84%-134.2pp |
| Employer contribution / active EE | $2,911 | $2,811+3.6% | $2,427+20.0% | $4,248-31.5% |
| Participant deferral / active EE | $7,129 | $4,623+54.2% | $4,115+73.3% | $6,531+9.2% |
| Admin fee / account holder | $1,062 | $12,126-91.2% | $10,320-89.7% | $14,480-92.7% |