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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 | $282,680 | $117,846+139.9% | $102,434+176.0% | $145,884+93.8% |
| Participation rate | 75.0% | 78.6%-3.6pp | 76.5%-1.5pp | 80.3%-5.3pp |
| Annual return | 15.82% | 31.90%-16.1pp | 29.46%-13.6pp | 551.85%-536.0pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $7,377 | $5,733+28.7% | $5,055+45.9% | $6,690+10.3% |
| Admin fee / account holder | $6,304 | $13,356-52.8% | $9,462-33.4% | $13,392-52.9% |