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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 | $387,037 | $126,661+205.6% | $113,397+241.3% | $138,895+178.7% |
| Participation rate | 71.4% | 79.4%-8.0pp | 76.5%-5.1pp | 79.9%-8.5pp |
| Annual return | 13.70% | 25.05%-11.4pp | 23.20%-9.5pp | 145.39%-131.7pp |
| Employer contribution / active EE | $1,987 | $3,456-42.5% | $2,977-33.3% | $4,194-52.6% |
| Participant deferral / active EE | $8,691 | $5,693+52.7% | $5,076+71.2% | $6,396+35.9% |
| Admin fee / account holder | $39,975 | $14,549+174.8% | $11,957+234.3% | $12,562+218.2% |