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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 | $253,759 | $100,970+151.3% | $96,576+162.8% | $137,256+84.9% |
| Participation rate | 77.8% | 82.6%-4.8pp | 81.4%-3.7pp | 80.0%-2.2pp |
| Annual return | 15.81% | 38.16%-22.4pp | 38.47%-22.7pp | 220.34%-204.5pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $8,439 | $8,286+1.8% | $7,956+6.1% | $6,407+31.7% |
| Admin fee / account holder | $593 | $11,312-94.8% | $11,381-94.8% | $12,270-95.2% |