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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 | $250,347 | $176,786+41.6% | $146,643+70.7% | $167,536+49.4% |
| Participation rate | 77.8% | 83.6%-5.8pp | 80.1%-2.3pp | 82.1%-4.3pp |
| Annual return | 19.12% | 24.04%-4.9pp | 22.75%-3.6pp | 478.82%-459.7pp |
| Employer contribution / active EE | $2,385 | $5,161-53.8% | $4,137-42.3% | $4,839-50.7% |
| Participant deferral / active EE | $5,943 | $6,440-7.7% | $5,506+7.9% | $6,342-6.3% |
| Admin fee / account holder | $55,265 | $13,262+316.7% | $10,280+437.6% | $12,315+348.8% |