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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 | $254,374 | $138,393+83.8% | $184,256+38.1% | $80,959+214.2% |
| Participation rate | 88.2% | 83.9%+4.3pp | 86.8%+1.4pp | 67.7%+20.6pp |
| Annual return | 18.02% | 20.01%-2.0pp | 28.85%-10.8pp | 35.67%-17.6pp |
| Employer contribution / active EE | $6,798 | $4,847+40.2% | $6,427+5.8% | $2,757+146.6% |
| Participant deferral / active EE | $8,037 | $7,076+13.6% | $9,133-12.0% | $4,300+86.9% |
| Admin fee / account holder | $9,278 | $10,489-11.5% | $13,899-33.2% | $6,925+34.0% |