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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 | $256,968 | $124,425+106.5% | $112,040+129.4% | $137,256+87.2% |
| Participation rate | 81.3% | 79.3%+1.9pp | 76.5%+4.8pp | 80.0%+1.3pp |
| Annual return | 15.02% | 24.72%-9.7pp | 24.52%-9.5pp | 220.34%-205.3pp |
| Employer contribution / active EE | $2,268 | $3,411-33.5% | $2,954-23.2% | $4,156-45.4% |
| Participant deferral / active EE | $5,091 | $5,718-11.0% | $5,098-0.1% | $6,407-20.5% |
| Admin fee / account holder | $1,292 | $15,207-91.5% | $12,098-89.3% | $12,270-89.5% |