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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 | $266,721 | $136,860+94.9% | $120,344+121.6% | $154,746+72.4% |
| Participation rate | 84.2% | 79.9%+4.3pp | 76.7%+7.5pp | 80.7%+3.5pp |
| Annual return | 15.93% | 21.38%-5.4pp | 20.30%-4.4pp | 172.34%-156.4pp |
| Employer contribution / active EE | $3,671 | $3,533+3.9% | $3,020+21.6% | $4,379-16.2% |
| Participant deferral / active EE | $12,767 | $5,793+120.4% | $5,135+148.6% | $6,730+89.7% |
| Admin fee / account holder | $7,744 | $15,393-49.7% | $12,742-39.2% | $14,365-46.1% |