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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 | $261,364 | $127,790+104.5% | $106,555+145.3% | $167,536+56.0% |
| Participation rate | 80.0% | 78.3%+1.7pp | 76.1%+3.9pp | 82.1%-2.1pp |
| Annual return | 24.82% | 33.88%-9.1pp | 26.80%-2.0pp | 478.82%-454.0pp |
| Employer contribution / active EE | $3,081 | $3,428-10.1% | $2,819+9.3% | $4,839-36.3% |
| Participant deferral / active EE | $6,273 | $5,088+23.3% | $4,399+42.6% | $6,342-1.1% |
| Admin fee / account holder | $7,585 | $11,229-32.5% | $7,408+2.4% | $12,315-38.4% |