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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 | $126,661+99.5% | $113,397+122.9% | $138,895+81.9% |
| Participation rate | 75.0% | 79.4%-4.4pp | 76.5%-1.5pp | 79.9%-4.9pp |
| Annual return | 15.82% | 25.05%-9.2pp | 23.20%-7.4pp | 145.39%-129.6pp |
| Employer contribution / active EE | $3,440 | $3,456-0.5% | $2,977+15.6% | $4,194-18.0% |
| Participant deferral / active EE | $8,403 | $5,693+47.6% | $5,076+65.5% | $6,396+31.4% |
| Admin fee / account holder | $10,419 | $14,549-28.4% | $11,957-12.9% | $12,562-17.1% |