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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 | $262,113 | $102,245+156.4% | $89,340+193.4% | $137,256+91.0% |
| Participation rate | 80.0% | 74.9%+5.1pp | 69.6%+10.4pp | 80.0%0pp |
| Annual return | 17.11% | 21.89%-4.8pp | 20.57%-3.5pp | 220.34%-203.2pp |
| Employer contribution / active EE | $2,363 | $2,529-6.6% | $2,231+5.9% | $4,156-43.1% |
| Participant deferral / active EE | $8,597 | $4,436+93.8% | $3,823+124.9% | $6,407+34.2% |
| Admin fee / account holder | $1,055 | $8,085-87.0% | $6,704-84.3% | $12,270-91.4% |