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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 | $252,114 | $99,875+152.4% | $146,866+71.7% | $86,983+189.8% |
| Participation rate | 93.8% | 75.8%+17.9pp | 82.5%+11.2pp | 69.5%+24.2pp |
| Annual return | 20.17% | 28.10%-7.9pp | 102.85%-82.7pp | 25.83%-5.7pp |
| Employer contribution / active EE | $6,818 | $3,224+111.5% | $4,425+54.1% | $2,584+163.8% |
| Participant deferral / active EE | $11,565 | $6,322+82.9% | $7,759+49.0% | $4,194+175.8% |
| Admin fee / account holder | $1,233 | $7,838-84.3% | $13,620-90.9% | $7,856-84.3% |