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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 | $251,555 | $136,860+83.8% | $120,344+109.0% | $154,746+62.6% |
| Participation rate | 87.5% | 79.9%+7.6pp | 76.7%+10.8pp | 80.7%+6.8pp |
| Annual return | 23.95% | 21.38%+2.6pp | 20.30%+3.6pp | 172.34%-148.4pp |
| Employer contribution / active EE | $0 | $3,533-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $7,604 | $5,793+31.2% | $5,135+48.1% | $6,730+13.0% |
| Admin fee / account holder | $4,959 | $15,393-67.8% | $12,742-61.1% | $14,365-65.5% |