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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 | $126,661+107.2% | $113,397+131.4% | $138,895+88.9% |
| Participation rate | 70.6% | 79.4%-8.9pp | 76.5%-5.9pp | 79.9%-9.3pp |
| Annual return | 16.39% | 25.05%-8.7pp | 23.20%-6.8pp | 145.39%-129.0pp |
| Employer contribution / active EE | $2,340 | $3,456-32.3% | $2,977-21.4% | $4,194-44.2% |
| Participant deferral / active EE | $7,826 | $5,693+37.5% | $5,076+54.2% | $6,396+22.4% |
| Admin fee / account holder | $2,548 | $14,549-82.5% | $11,957-78.7% | $12,562-79.7% |