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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 | $287,395 | $114,199+151.7% | $119,237+141.0% | $167,553+71.5% |
| Participation rate | 84.6% | 83.7%+0.9pp | 82.7%+1.9pp | 82.1%+2.5pp |
| Annual return | 19.31% | 29.88%-10.6pp | 30.70%-11.4pp | 478.89%-459.6pp |
| Employer contribution / active EE | $3,224 | $4,480-28.0% | $4,383-26.4% | $4,840-33.4% |
| Participant deferral / active EE | $9,579 | $6,086+57.4% | $6,112+56.7% | $6,343+51.0% |
| Admin fee / account holder | $2,066 | $8,939-76.9% | $7,229-71.4% | $12,316-83.2% |