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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 | $138,312+88.7% | $122,979+112.2% | $155,188+68.2% |
| Participation rate | 90.0% | 80.2%+9.8pp | 77.2%+12.8pp | 80.8%+9.2pp |
| Annual return | 16.50% | 22.06%-5.6pp | 20.12%-3.6pp | 148.84%-132.3pp |
| Employer contribution / active EE | $2,295 | $3,530-35.0% | $3,062-25.0% | $4,248-46.0% |
| Participant deferral / active EE | $4,822 | $5,592-13.8% | $5,003-3.6% | $6,531-26.2% |
| Admin fee / account holder | $4,191 | $15,089-72.2% | $12,864-67.4% | $14,480-71.1% |