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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 | $143,969+89.1% | $199,883+36.2% | $82,637+229.4% |
| Participation rate | 97.1% | 84.1%+12.9pp | 86.8%+10.3pp | 68.1%+29.0pp |
| Annual return | 19.73% | 25.67%-5.9pp | 43.81%-24.1pp | 53.51%-33.8pp |
| Employer contribution / active EE | $0 | $4,632-100.0% | $6,261-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $18,059 | $6,937+160.3% | $9,138+97.6% | $4,126+337.7% |
| Admin fee / account holder | $18,524 | $14,597+26.9% | $17,268+7.3% | $7,339+152.4% |