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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 | $418,284 | $213,785+95.7% | $185,441+125.6% | $155,188+169.5% |
| Participation rate | 83.3% | 83.2%+0.1pp | 80.3%+3.1pp | 80.8%+2.5pp |
| Annual return | 9.46% | 19.97%-10.5pp | 20.16%-10.7pp | 148.84%-139.4pp |
| Employer contribution / active EE | $2,083 | $5,393-61.4% | $4,672-55.4% | $4,248-51.0% |
| Participant deferral / active EE | $0 | $6,864-100.0% | $6,152-100.0% | $6,531-100.0% |
| Admin fee / account holder | $15,930 | $21,134-24.6% | $17,890-11.0% | $14,480+10.0% |