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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 | $473,672 | $138,312+242.5% | $122,979+285.2% | $155,188+205.2% |
| Participation rate | 70.0% | 80.2%-10.2pp | 77.2%-7.2pp | 80.8%-10.8pp |
| Annual return | 15.04% | 22.06%-7.0pp | 20.12%-5.1pp | 148.84%-133.8pp |
| Employer contribution / active EE | $0 | $3,530-100.0% | $3,062-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $8,830 | $5,592+57.9% | $5,003+76.5% | $6,531+35.2% |
| Admin fee / account holder | $3,198 | $15,089-78.8% | $12,864-75.1% | $14,480-77.9% |