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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 | $261,865 | $100,147+161.5% | $81,286+222.2% | $145,877+79.5% |
| Participation rate | 88.9% | 74.2%+14.7pp | 69.5%+19.4pp | 80.3%+8.6pp |
| Annual return | 13.60% | 34.44%-20.8pp | 24.80%-11.2pp | 551.28%-537.7pp |
| Employer contribution / active EE | $2,040 | $2,977-31.5% | $2,463-17.1% | $4,663-56.2% |
| Participant deferral / active EE | $8,843 | $4,607+91.9% | $3,883+127.7% | $6,691+32.2% |
| Admin fee / account holder | $18,073 | $8,201+120.4% | $5,764+213.6% | $13,402+34.9% |