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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 | $250,132 | $107,666+132.3% | $102,184+144.8% | $154,746+61.6% |
| Participation rate | 90.9% | 83.7%+7.2pp | 82.6%+8.3pp | 80.7%+10.2pp |
| Annual return | 17.62% | 29.33%-11.7pp | 31.58%-14.0pp | 172.34%-154.7pp |
| Employer contribution / active EE | $15,375 | $3,846+299.7% | $3,594+327.8% | $4,379+251.1% |
| Participant deferral / active EE | $18,415 | $8,719+111.2% | $8,309+121.6% | $6,730+173.6% |
| Admin fee / account holder | $1,040 | $12,943-92.0% | $11,609-91.0% | $14,365-92.8% |