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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 | $138,385+83.8% | $184,243+38.1% | $80,925+214.3% |
| Participation rate | 88.2% | 83.9%+4.3pp | 86.8%+1.4pp | 67.7%+20.6pp |
| Annual return | 18.02% | 20.02%-2.0pp | 28.82%-10.8pp | 35.65%-17.6pp |
| Employer contribution / active EE | $6,798 | $4,851+40.1% | $6,427+5.8% | $2,756+146.6% |
| Participant deferral / active EE | $8,037 | $7,075+13.6% | $9,132-12.0% | $4,299+87.0% |
| Admin fee / account holder | $9,278 | $10,489-11.5% | $13,914-33.3% | $6,940+33.7% |