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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 | $253,897 | $97,550+160.3% | $120,344+111.0% | $87,485+190.2% |
| Participation rate | 81.4% | 72.8%+8.5pp | 76.7%+4.6pp | 68.9%+12.4pp |
| Annual return | 12.07% | 18.41%-6.3pp | 20.30%-8.2pp | 26.06%-14.0pp |
| Employer contribution / active EE | $1,050 | $2,291-54.2% | $3,020-65.2% | $2,596-59.5% |
| Participant deferral / active EE | $4,162 | $4,230-1.6% | $5,135-18.9% | $4,274-2.6% |
| Admin fee / account holder | $28,870 | $9,543+202.5% | $12,742+126.6% | $7,775+271.3% |