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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 | $262,381 | $136,860+91.7% | $120,344+118.0% | $154,746+69.6% |
| Participation rate | 70.6% | 79.9%-9.3pp | 76.7%-6.1pp | 80.7%-10.1pp |
| Annual return | 16.39% | 21.38%-5.0pp | 20.30%-3.9pp | 172.34%-156.0pp |
| Employer contribution / active EE | $2,340 | $3,533-33.8% | $3,020-22.5% | $4,379-46.6% |
| Participant deferral / active EE | $7,826 | $5,793+35.1% | $5,135+52.4% | $6,730+16.3% |
| Admin fee / account holder | $2,548 | $15,393-83.4% | $12,742-80.0% | $14,365-82.3% |