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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 | $255,614 | $102,595+149.1% | $94,057+171.8% | $154,746+65.2% |
| Participation rate | 72.7% | 76.0%-3.3pp | 73.3%-0.6pp | 80.7%-8.0pp |
| Annual return | 15.82% | 583.42%-567.6pp | 480.62%-464.8pp | 172.34%-156.5pp |
| Employer contribution / active EE | $1,572 | $3,147-50.0% | $2,933-46.4% | $4,379-64.1% |
| Participant deferral / active EE | $11,274 | $5,118+120.3% | $4,709+139.4% | $6,730+67.5% |
| Admin fee / account holder | $5,040 | $7,736-34.9% | $7,244-30.4% | $14,365-64.9% |