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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 | $138,312+82.7% | $122,979+105.5% | $155,188+62.8% |
| Participation rate | 75.0% | 80.2%-5.2pp | 77.2%-2.2pp | 80.8%-5.8pp |
| Annual return | 15.82% | 22.06%-6.2pp | 20.12%-4.3pp | 148.84%-133.0pp |
| Employer contribution / active EE | $3,440 | $3,530-2.6% | $3,062+12.3% | $4,248-19.0% |
| Participant deferral / active EE | $8,403 | $5,592+50.2% | $5,003+68.0% | $6,531+28.7% |
| Admin fee / account holder | $10,419 | $15,089-31.0% | $12,864-19.0% | $14,480-28.0% |