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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 | $124,980+231.1% | $108,359+281.9% | $154,746+167.4% |
| Participation rate | 80.0% | 75.2%+4.8pp | 70.1%+9.9pp | 80.7%-0.7pp |
| Annual return | 19.16% | 45.00%-25.8pp | 36.89%-17.7pp | 172.34%-153.2pp |
| Employer contribution / active EE | $3,000 | $2,851+5.2% | $2,399+25.0% | $4,379-31.5% |
| Participant deferral / active EE | $0 | $4,743-100.0% | $4,137-100.0% | $6,730-100.0% |
| Admin fee / account holder | $15,173 | $11,502+31.9% | $9,741+55.8% | $14,365+5.6% |