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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 | $396,270 | $110,379+259.0% | $102,412+286.9% | $145,884+171.6% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 17.33% | 24.84%-7.5pp | 24.94%-7.6pp | 551.85%-534.5pp |
| Employer contribution / active EE | $0 | $4,216-100.0% | $3,870-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,996 | $5,622-46.7% | $5,060-40.8% | $6,690-55.2% |
| Admin fee / account holder | $15,444 | $9,745+58.5% | $8,388+84.1% | $13,392+15.3% |