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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 | $97,289+175.9% | $92,805+189.2% | $155,188+73.0% |
| Participation rate | 83.3% | 84.2%-0.8pp | 83.5%-0.2pp | 80.8%+2.5pp |
| Annual return | 15.36% | 29.03%-13.7pp | 31.59%-16.2pp | 148.84%-133.5pp |
| Employer contribution / active EE | $2,943 | $3,632-19.0% | $3,424-14.0% | $4,248-30.7% |
| Participant deferral / active EE | $12,026 | $8,795+36.7% | $8,448+42.4% | $6,531+84.1% |
| Admin fee / account holder | $2,071 | $12,015-82.8% | $10,911-81.0% | $14,480-85.7% |