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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 | $331,291 | $115,917+185.8% | $100,535+229.5% | $158,982+108.4% |
| Participation rate | 83.3% | 81.6%+1.7pp | 79.4%+3.9pp | 82.0%+1.4pp |
| Annual return | 12.61% | 34.80%-22.2pp | 30.90%-18.3pp | 302.99%-290.4pp |
| Employer contribution / active EE | $3,179 | $4,105-22.6% | $3,419-7.0% | $4,763-33.3% |
| Participant deferral / active EE | $11,127 | $6,677+66.7% | $6,271+77.4% | $5,983+86.0% |
| Admin fee / account holder | $40,746 | $11,002+270.4% | $8,085+404.0% | $11,252+262.1% |