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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 | $269,091 | $95,453+181.9% | $112,040+140.2% | $82,448+226.4% |
| Participation rate | 84.0% | 72.8%+11.2pp | 76.5%+7.5pp | 68.1%+15.9pp |
| Annual return | 15.31% | 23.92%-8.6pp | 24.52%-9.2pp | 41.64%-26.3pp |
| Employer contribution / active EE | $2,615 | $2,318+12.8% | $2,954-11.5% | $2,551+2.5% |
| Participant deferral / active EE | $5,308 | $4,224+25.7% | $5,098+4.1% | $4,139+28.2% |
| Admin fee / account holder | $594 | $9,013-93.4% | $12,098-95.1% | $7,234-91.8% |