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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 | $264,480 | $254,759+3.8% | $216,567+22.1% | $198,609+33.2% |
| Participation rate | 72.2% | 84.5%-12.3pp | 81.6%-9.4pp | 82.4%-10.2pp |
| Annual return | 18.72% | 10.04%+8.7pp | 12.94%+5.8pp | 202.70%-184.0pp |
| Employer contribution / active EE | $4,747 | $6,096-22.1% | $5,216-9.0% | $5,055-6.1% |
| Participant deferral / active EE | $14,216 | $6,948+104.6% | $6,191+129.6% | $6,977+103.8% |
| Admin fee / account holder | $1,922 | $26,311-92.7% | $21,981-91.3% | $19,030-89.9% |