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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 | $271,706 | $111,535+143.6% | $105,223+158.2% | $137,256+98.0% |
| Participation rate | 78.3% | 78.1%+0.2pp | 75.0%+3.2pp | 80.0%-1.7pp |
| Annual return | 19.42% | 237.85%-218.4pp | 180.65%-161.2pp | 220.34%-200.9pp |
| Employer contribution / active EE | $9,929 | $3,939+152.0% | $3,689+169.2% | $4,156+138.9% |
| Participant deferral / active EE | $8,667 | $5,500+57.6% | $5,072+70.9% | $6,407+35.3% |
| Admin fee / account holder | $3,455 | $9,721-64.5% | $8,859-61.0% | $12,270-71.8% |