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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 | $123,155+222.8% | $108,753+265.6% | $155,188+156.2% |
| Participation rate | 71.4% | 75.6%-4.2pp | 71.1%+0.3pp | 80.8%-9.4pp |
| Annual return | 15.09% | 44.73%-29.6pp | 37.47%-22.4pp | 148.84%-133.7pp |
| Employer contribution / active EE | $3,138 | $2,811+11.6% | $2,427+29.3% | $4,248-26.1% |
| Participant deferral / active EE | $9,994 | $4,623+116.2% | $4,115+142.9% | $6,531+53.0% |
| Admin fee / account holder | $1,382 | $12,126-88.6% | $10,320-86.6% | $14,480-90.5% |