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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 | $413,772 | $156,616+164.2% | $133,346+210.3% | $198,609+108.3% |
| Participation rate | 80.0% | 77.7%+2.3pp | 72.8%+7.2pp | 82.4%-2.4pp |
| Annual return | 19.16% | 44.25%-25.1pp | 36.85%-17.7pp | 202.70%-183.5pp |
| Employer contribution / active EE | $3,000 | $3,368-10.9% | $2,853+5.1% | $5,055-40.7% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $4,332-100.0% | $6,977-100.0% |
| Admin fee / account holder | $15,173 | $17,468-13.1% | $14,264+6.4% | $19,030-20.3% |