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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 | $184,014+94.7% | $161,149+122.3% | $138,895+157.9% |
| Participation rate | 83.3% | 82.1%+1.3pp | 78.8%+4.5pp | 79.9%+3.4pp |
| Annual return | 16.67% | 21.52%-4.9pp | 21.16%-4.5pp | 145.39%-128.7pp |
| Employer contribution / active EE | $0 | $5,055-100.0% | $4,360-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $9,811 | $6,909+42.0% | $6,153+59.4% | $6,396+53.4% |
| Admin fee / account holder | $9,945 | $18,027-44.8% | $15,194-34.5% | $12,562-20.8% |