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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 | $262,481 | $111,535+135.3% | $105,223+149.5% | $137,256+91.2% |
| Participation rate | 76.9% | 78.1%-1.2pp | 75.0%+1.9pp | 80.0%-3.0pp |
| Annual return | 16.14% | 237.85%-221.7pp | 180.65%-164.5pp | 220.34%-204.2pp |
| Employer contribution / active EE | $1,977 | $3,939-49.8% | $3,689-46.4% | $4,156-52.4% |
| Participant deferral / active EE | $7,781 | $5,500+41.5% | $5,072+53.4% | $6,407+21.4% |
| Admin fee / account holder | $572 | $9,721-94.1% | $8,859-93.5% | $12,270-95.3% |