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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 | $271,180 | $110,337+145.8% | $102,383+164.9% | $145,877+85.9% |
| Participation rate | 71.4% | 77.9%-6.5pp | 74.5%-3.1pp | 80.3%-8.9pp |
| Annual return | 15.14% | 24.83%-9.7pp | 24.94%-9.8pp | 551.28%-536.1pp |
| Employer contribution / active EE | $2,782 | $4,216-34.0% | $3,870-28.1% | $4,663-40.3% |
| Participant deferral / active EE | $6,609 | $5,621+17.6% | $5,060+30.6% | $6,691-1.2% |
| Admin fee / account holder | $2,645 | $9,750-72.9% | $8,391-68.5% | $13,402-80.3% |