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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 | $279,987 | $123,155+127.3% | $108,753+157.5% | $155,188+80.4% |
| Participation rate | 92.9% | 75.6%+17.2pp | 71.1%+21.8pp | 80.8%+12.1pp |
| Annual return | 13.07% | 44.73%-31.7pp | 37.47%-24.4pp | 148.84%-135.8pp |
| Employer contribution / active EE | $7,805 | $2,811+177.6% | $2,427+221.6% | $4,248+83.7% |
| Participant deferral / active EE | $0 | $4,623-100.0% | $4,115-100.0% | $6,531-100.0% |
| Admin fee / account holder | $2,659 | $12,126-78.1% | $10,320-74.2% | $14,480-81.6% |