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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 | $358,198 | $199,109+79.9% | $173,730+106.2% | $154,746+131.5% |
| Participation rate | 83.3% | 82.8%+0.5pp | 79.6%+3.8pp | 80.7%+2.6pp |
| Annual return | 16.67% | 20.02%-3.3pp | 19.96%-3.3pp | 172.34%-155.7pp |
| Employer contribution / active EE | $0 | $5,311-100.0% | $4,577-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $9,811 | $7,113+37.9% | $6,326+55.1% | $6,730+45.8% |
| Admin fee / account holder | $9,945 | $20,916-52.5% | $17,523-43.2% | $14,365-30.8% |