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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 | $265,214 | $155,555+70.5% | $146,866+80.6% | $155,188+70.9% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.5%+7.5pp | 80.8%+9.2pp |
| Annual return | 13.63% | 115.41%-101.8pp | 102.85%-89.2pp | 148.84%-135.2pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $4,875 | $8,044-39.4% | $7,759-37.2% | $6,531-25.4% |
| Admin fee / account holder | $7,722 | $14,755-47.7% | $13,620-43.3% | $14,480-46.7% |