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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 | $272,210 | $145,431+87.2% | $211,142+28.9% | $87,485+211.2% |
| Participation rate | 97.1% | 84.7%+12.3pp | 87.3%+9.8pp | 68.9%+28.1pp |
| Annual return | 19.73% | 27.21%-7.5pp | 46.84%-27.1pp | 26.06%-6.3pp |
| Employer contribution / active EE | $0 | $4,662-100.0% | $6,442-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $18,059 | $6,859+163.3% | $9,284+94.5% | $4,274+322.6% |
| Admin fee / account holder | $18,524 | $17,052+8.6% | $19,076-2.9% | $7,775+138.3% |