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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 | $254,511 | $123,000+106.9% | $105,582+141.1% | $198,609+28.1% |
| Participation rate | 88.9% | 76.8%+12.1pp | 71.8%+17.1pp | 82.4%+6.5pp |
| Annual return | 17.83% | 18.31%-0.5pp | 18.61%-0.8pp | 202.70%-184.9pp |
| Employer contribution / active EE | $0 | $3,582-100.0% | $2,984-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $8,426 | $5,013+68.1% | $4,353+93.6% | $6,977+20.8% |
| Admin fee / account holder | $5,935 | $16,254-63.5% | $12,856-53.8% | $19,030-68.8% |