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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 | $263,968 | $138,312+90.9% | $122,979+114.6% | $155,188+70.1% |
| Participation rate | 84.6% | 80.2%+4.4pp | 77.2%+7.4pp | 80.8%+3.8pp |
| Annual return | 15.78% | 22.06%-6.3pp | 20.12%-4.3pp | 148.84%-133.1pp |
| Employer contribution / active EE | $1,755 | $3,530-50.3% | $3,062-42.7% | $4,248-58.7% |
| Participant deferral / active EE | $3,388 | $5,592-39.4% | $5,003-32.3% | $6,531-48.1% |
| Admin fee / account holder | $23,005 | $15,089+52.5% | $12,864+78.8% | $14,480+58.9% |