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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 | $267,922 | $108,825+146.2% | $156,181+71.5% | $82,448+225.0% |
| Participation rate | 79.4% | 72.4%+7.0pp | 78.8%+0.6pp | 68.1%+11.3pp |
| Annual return | 13.15% | 20.59%-7.4pp | 64.87%-51.7pp | 41.64%-28.5pp |
| Employer contribution / active EE | $1,990 | $2,870-30.6% | $4,294-53.6% | $2,551-22.0% |
| Participant deferral / active EE | $7,961 | $4,577+73.9% | $6,132+29.8% | $4,139+92.3% |
| Admin fee / account holder | $807 | $9,341-91.4% | $14,586-94.5% | $7,234-88.8% |