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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 | $300,661 | $177,595+69.3% | $148,496+102.5% | $198,609+51.4% |
| Participation rate | 80.0% | 79.3%+0.7pp | 76.0%+4.0pp | 82.4%-2.4pp |
| Annual return | 14.40% | 9.97%+4.4pp | 12.33%+2.1pp | 202.70%-188.3pp |
| Employer contribution / active EE | $0 | $4,098-100.0% | $3,497-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $4,956 | $5,539-10.5% | $4,808+3.1% | $6,977-29.0% |
| Admin fee / account holder | $2,265 | $27,010-91.6% | $19,547-88.4% | $19,030-88.1% |