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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 | $100,262+161.2% | $81,370+221.8% | $145,897+79.5% |
| Participation rate | 88.9% | 74.3%+14.6pp | 69.5%+19.3pp | 80.3%+8.6pp |
| Annual return | 13.60% | 34.52%-20.9pp | 24.85%-11.2pp | 552.29%-538.7pp |
| Employer contribution / active EE | $2,040 | $2,979-31.5% | $2,464-17.2% | $4,663-56.2% |
| Participant deferral / active EE | $8,843 | $4,612+91.7% | $3,885+127.6% | $6,689+32.2% |
| Admin fee / account holder | $18,073 | $8,163+121.4% | $5,749+214.4% | $13,390+35.0% |