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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 | $265,968 | $106,749+149.2% | $145,433+82.9% | $82,448+222.6% |
| Participation rate | 84.6% | 75.6%+9.0pp | 82.1%+2.5pp | 68.1%+16.5pp |
| Annual return | 19.43% | 27.59%-8.2pp | 66.58%-47.1pp | 41.64%-22.2pp |
| Employer contribution / active EE | $8,800 | $3,444+155.5% | $4,554+93.2% | $2,551+245.0% |
| Participant deferral / active EE | $15,379 | $6,519+135.9% | $7,897+94.7% | $4,139+271.5% |
| Admin fee / account holder | $3,712 | $8,390-55.8% | $13,129-71.7% | $7,234-48.7% |