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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 | $271,237 | $75,541+259.1% | $152,093+78.3% | $82,637+228.2% |
| Participation rate | 74.1% | 66.5%+7.5pp | 77.8%-3.7pp | 68.1%+6.0pp |
| Annual return | 16.51% | 32.56%-16.0pp | 66.36%-49.9pp | 53.51%-37.0pp |
| Employer contribution / active EE | $2,215 | $2,622-15.5% | $4,175-46.9% | $2,552-13.2% |
| Participant deferral / active EE | $6,881 | $3,206+114.7% | $5,451+26.2% | $4,126+66.8% |
| Admin fee / account holder | $1,159 | $6,405-81.9% | $14,497-92.0% | $7,339-84.2% |