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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 | $280,562 | $114,119+145.8% | $107,187+161.7% | $138,895+102.0% |
| Participation rate | 87.5% | 78.1%+9.4pp | 75.0%+12.5pp | 79.9%+7.6pp |
| Annual return | 15.76% | 273.21%-257.4pp | 204.55%-188.8pp | 145.39%-129.6pp |
| Employer contribution / active EE | $1,565 | $4,059-61.4% | $3,782-58.6% | $4,194-62.7% |
| Participant deferral / active EE | $10,366 | $5,538+87.2% | $5,096+103.4% | $6,396+62.1% |
| Admin fee / account holder | $55,475 | $10,024+453.4% | $9,162+505.5% | $12,562+341.6% |