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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 | $252,715 | $124,425+103.1% | $112,040+125.6% | $137,256+84.1% |
| Participation rate | 75.0% | 79.3%-4.3pp | 76.5%-1.5pp | 80.0%-5.0pp |
| Annual return | 15.82% | 24.72%-8.9pp | 24.52%-8.7pp | 220.34%-204.5pp |
| Employer contribution / active EE | $3,440 | $3,411+0.8% | $2,954+16.5% | $4,156-17.2% |
| Participant deferral / active EE | $8,403 | $5,718+46.9% | $5,098+64.8% | $6,407+31.1% |
| Admin fee / account holder | $10,419 | $15,207-31.5% | $12,098-13.9% | $12,270-15.1% |