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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 | $260,751 | $92,798+181.0% | $96,707+169.6% | $137,256+90.0% |
| Participation rate | 78.6% | 81.6%-3.1pp | 80.4%-1.8pp | 80.0%-1.4pp |
| Annual return | 21.08% | 31.24%-10.2pp | 34.78%-13.7pp | 220.34%-199.3pp |
| Employer contribution / active EE | $3,837 | $4,147-7.5% | $4,191-8.4% | $4,156-7.7% |
| Participant deferral / active EE | $5,569 | $5,877-5.2% | $5,997-7.1% | $6,407-13.1% |
| Admin fee / account holder | $3,792 | $7,946-52.3% | $7,503-49.5% | $12,270-69.1% |