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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 | $437,048 | $157,276+177.9% | $141,177+209.6% | $152,885+185.9% |
| Participation rate | 85.7% | 84.8%+0.9pp | 82.5%+3.2pp | 82.5%+3.3pp |
| Annual return | 22.63% | 64.33%-41.7pp | 71.40%-48.8pp | 345.39%-322.8pp |
| Employer contribution / active EE | $1,557 | $5,262-70.4% | $4,736-67.1% | $4,763-67.3% |
| Participant deferral / active EE | $8,605 | $7,110+21.0% | $6,710+28.2% | $5,851+47.1% |
| Admin fee / account holder | $982 | $12,123-91.9% | $10,263-90.4% | $11,598-91.5% |