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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 | $97,289+157.1% | $92,805+169.5% | $155,188+61.2% |
| Participation rate | 90.9% | 84.2%+6.7pp | 83.5%+7.4pp | 80.8%+10.1pp |
| Annual return | 17.62% | 29.03%-11.4pp | 31.59%-14.0pp | 148.84%-131.2pp |
| Employer contribution / active EE | $15,375 | $3,632+323.3% | $3,424+349.0% | $4,248+262.0% |
| Participant deferral / active EE | $18,415 | $8,795+109.4% | $8,448+118.0% | $6,531+182.0% |
| Admin fee / account holder | $1,040 | $12,015-91.3% | $10,911-90.5% | $14,480-92.8% |