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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 | $251,669 | $102,938+144.5% | $94,105+167.4% | $138,895+81.2% |
| Participation rate | 72.7% | 74.6%-1.9pp | 71.9%+0.8pp | 79.9%-7.2pp |
| Annual return | 12.00% | 250.28%-238.3pp | 204.55%-192.5pp | 145.39%-133.4pp |
| Employer contribution / active EE | $631 | $2,732-76.9% | $2,504-74.8% | $4,194-85.0% |
| Participant deferral / active EE | $1,819 | $4,196-56.7% | $3,881-53.1% | $6,396-71.6% |
| Admin fee / account holder | $3,073 | $6,600-53.4% | $6,199-50.4% | $12,562-75.5% |