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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 | $146,267+86.1% | $197,124+38.1% | $82,448+230.2% |
| Participation rate | 97.1% | 84.0%+13.0pp | 86.7%+10.3pp | 68.1%+29.0pp |
| Annual return | 19.73% | 29.61%-9.9pp | 44.34%-24.6pp | 41.64%-21.9pp |
| Employer contribution / active EE | $0 | $4,723-100.0% | $6,227-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $18,059 | $7,035+156.7% | $9,135+97.7% | $4,139+336.3% |
| Admin fee / account holder | $18,524 | $14,422+28.4% | $16,298+13.7% | $7,234+156.1% |