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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 | $106,524+136.7% | $152,301+65.5% | $87,485+188.2% |
| Participation rate | 93.8% | 75.8%+18.0pp | 82.4%+11.3pp | 68.9%+24.8pp |
| Annual return | 20.17% | 26.89%-6.7pp | 80.50%-60.3pp | 26.06%-5.9pp |
| Employer contribution / active EE | $6,818 | $3,371+102.2% | $4,624+47.4% | $2,596+162.6% |
| Participant deferral / active EE | $11,565 | $6,525+77.2% | $8,004+44.5% | $4,274+170.6% |
| Admin fee / account holder | $1,233 | $8,287-85.1% | $14,398-91.4% | $7,775-84.1% |