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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 | $267,255 | $184,014+45.2% | $161,149+65.8% | $138,895+92.4% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.8%-3.8pp | 79.9%-4.9pp |
| Annual return | 14.08% | 21.52%-7.4pp | 21.16%-7.1pp | 145.39%-131.3pp |
| Employer contribution / active EE | $0 | $5,055-100.0% | $4,360-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $7,395 | $6,909+7.0% | $6,153+20.2% | $6,396+15.6% |
| Admin fee / account holder | $34,593 | $18,027+91.9% | $15,194+127.7% | $12,562+175.4% |