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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 | $268,402 | $102,609+161.6% | $98,090+173.6% | $138,895+93.2% |
| Participation rate | 83.3% | 82.8%+0.6pp | 81.5%+1.8pp | 79.9%+3.4pp |
| Annual return | 15.36% | 36.44%-21.1pp | 37.05%-21.7pp | 145.39%-130.0pp |
| Employer contribution / active EE | $2,943 | $3,867-23.9% | $3,606-18.4% | $4,194-29.8% |
| Participant deferral / active EE | $12,026 | $8,167+47.3% | $7,845+53.3% | $6,396+88.0% |
| Admin fee / account holder | $2,071 | $11,434-81.9% | $11,815-82.5% | $12,562-83.5% |