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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 | $124,425+102.2% | $112,040+124.5% | $137,256+83.3% |
| Participation rate | 87.5% | 79.3%+8.2pp | 76.5%+11.0pp | 80.0%+7.5pp |
| Annual return | 23.95% | 24.72%-0.8pp | 24.52%-0.6pp | 220.34%-196.4pp |
| Employer contribution / active EE | $0 | $3,411-100.0% | $2,954-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $7,604 | $5,718+33.0% | $5,098+49.2% | $6,407+18.7% |
| Admin fee / account holder | $4,959 | $15,207-67.4% | $12,098-59.0% | $12,270-59.6% |