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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 | $255,721 | $114,013+124.3% | $103,693+146.6% | $155,188+64.8% |
| Participation rate | 75.0% | 75.2%-0.2pp | 72.6%+2.4pp | 80.8%-5.8pp |
| Annual return | 15.22% | 49.31%-34.1pp | 47.61%-32.4pp | 148.84%-133.6pp |
| Employer contribution / active EE | $1,970 | $3,131-37.1% | $2,920-32.5% | $4,248-53.6% |
| Participant deferral / active EE | $16,646 | $4,970+234.9% | $4,579+263.5% | $6,531+154.9% |
| Admin fee / account holder | $6,015 | $8,407-28.5% | $7,858-23.5% | $14,480-58.5% |