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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 | $334,299 | $99,345+236.5% | $84,753+294.4% | $273,972+22.0% |
| Participation rate | 75.0% | 80.7%-5.7pp | 76.6%-1.6pp | 83.0%-8.0pp |
| Annual return | 9.34% | 22.93%-13.6pp | 22.78%-13.4pp | 41.46%-32.1pp |
| Employer contribution / active EE | $4,033 | $4,214-4.3% | $3,574+12.8% | $4,869-17.2% |
| Participant deferral / active EE | $13,049 | $4,270+205.6% | $3,712+251.5% | $5,287+146.8% |
| Admin fee / account holder | $9,074 | $6,645+36.5% | $5,333+70.1% | $10,133-10.5% |