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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 | $261,019 | $126,661+106.1% | $113,397+130.2% | $138,895+87.9% |
| Participation rate | 90.0% | 79.4%+10.6pp | 76.5%+13.5pp | 79.9%+10.1pp |
| Annual return | 16.50% | 25.05%-8.6pp | 23.20%-6.7pp | 145.39%-128.9pp |
| Employer contribution / active EE | $2,295 | $3,456-33.6% | $2,977-22.9% | $4,194-45.3% |
| Participant deferral / active EE | $4,822 | $5,693-15.3% | $5,076-5.0% | $6,396-24.6% |
| Admin fee / account holder | $4,191 | $14,549-71.2% | $11,957-64.9% | $12,562-66.6% |