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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 | $397,586 | $115,225+245.1% | $100,712+294.8% | $138,895+186.2% |
| Participation rate | 71.4% | 74.3%-2.9pp | 69.3%+2.2pp | 79.9%-8.5pp |
| Annual return | 15.09% | 40.35%-25.3pp | 33.27%-18.2pp | 145.39%-130.3pp |
| Employer contribution / active EE | $3,138 | $2,771+13.3% | $2,313+35.7% | $4,194-25.2% |
| Participant deferral / active EE | $9,994 | $4,699+112.7% | $4,085+144.6% | $6,396+56.2% |
| Admin fee / account holder | $1,382 | $10,844-87.3% | $9,256-85.1% | $12,562-89.0% |