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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 | $256,638 | $110,337+132.6% | $102,383+150.7% | $145,877+75.9% |
| Participation rate | 70.0% | 77.9%-7.9pp | 74.5%-4.5pp | 80.3%-10.3pp |
| Annual return | 13.63% | 24.83%-11.2pp | 24.94%-11.3pp | 551.28%-537.7pp |
| Employer contribution / active EE | $2,134 | $4,216-49.4% | $3,870-44.9% | $4,663-54.2% |
| Participant deferral / active EE | $5,946 | $5,621+5.8% | $5,060+17.5% | $6,691-11.1% |
| Admin fee / account holder | $3,392 | $9,750-65.2% | $8,391-59.6% | $13,402-74.7% |