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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 | $346,677 | $100,970+243.3% | $96,576+259.0% | $137,256+152.6% |
| Participation rate | 76.5% | 82.6%-6.1pp | 81.4%-5.0pp | 80.0%-3.5pp |
| Annual return | 13.04% | 38.16%-25.1pp | 38.47%-25.4pp | 220.34%-207.3pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $6,674 | $8,286-19.5% | $7,956-16.1% | $6,407+4.2% |
| Admin fee / account holder | $2,596 | $11,312-77.0% | $11,381-77.2% | $12,270-78.8% |