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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 | $293,823 | $58,311+403.9% | $81,882+258.8% | $80,959+262.9% |
| Participation rate | 88.9% | 63.5%+25.4pp | 72.4%+16.5pp | 67.7%+21.2pp |
| Annual return | 17.81% | 41.85%-24.0pp | 779.47%-761.7pp | 35.67%-17.9pp |
| Employer contribution / active EE | $3,449 | $2,347+47.0% | $2,916+18.3% | $2,757+25.1% |
| Participant deferral / active EE | $7,860 | $3,287+139.1% | $4,323+81.8% | $4,300+82.8% |
| Admin fee / account holder | $6,340 | $4,752+33.4% | $7,360-13.9% | $6,925-8.5% |