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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 | $306,126 | $315,200-2.9% | $238,191+28.5% | $155,188+97.3% |
| Participation rate | 70.0% | 82.6%-12.6pp | 77.1%-7.1pp | 80.8%-10.8pp |
| Annual return | 12.43% | 10.25%+2.2pp | 13.02%-0.6pp | 148.84%-136.4pp |
| Employer contribution / active EE | $1,730 | $6,383-72.9% | $5,082-66.0% | $4,248-59.3% |
| Participant deferral / active EE | $9,521 | $8,044+18.4% | $6,726+41.6% | $6,531+45.8% |
| Admin fee / account holder | $1,299 | $48,031-97.3% | $34,582-96.2% | $14,480-91.0% |