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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 | $259,238 | $124,425+108.3% | $112,040+131.4% | $137,256+88.9% |
| Participation rate | 83.3% | 79.3%+4.0pp | 76.5%+6.8pp | 80.0%+3.4pp |
| Annual return | 13.72% | 24.72%-11.0pp | 24.52%-10.8pp | 220.34%-206.6pp |
| Employer contribution / active EE | $5,053 | $3,411+48.1% | $2,954+71.0% | $4,156+21.6% |
| Participant deferral / active EE | $2,183 | $5,718-61.8% | $5,098-57.2% | $6,407-65.9% |
| Admin fee / account holder | $1,367 | $15,207-91.0% | $12,098-88.7% | $12,270-88.9% |