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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 | $264,059 | $88,707+197.7% | $74,184+256.0% | $273,972-3.6% |
| Participation rate | 80.0% | 79.4%+0.6pp | 76.6%+3.4pp | 83.0%-3.0pp |
| Annual return | 7.00% | 11.94%-4.9pp | 17.74%-10.7pp | 41.46%-34.5pp |
| Employer contribution / active EE | $20,521 | $3,159+549.5% | $2,370+765.8% | $4,869+321.5% |
| Participant deferral / active EE | $0 | $4,212-100.0% | $3,550-100.0% | $5,287-100.0% |
| Admin fee / account holder | $14,085 | $8,717+61.6% | $5,586+152.2% | $10,133+39.0% |