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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 | $136,860+89.4% | $120,344+115.4% | $154,746+67.5% |
| Participation rate | 83.3% | 79.9%+3.4pp | 76.7%+6.6pp | 80.7%+2.6pp |
| Annual return | 13.72% | 21.38%-7.7pp | 20.30%-6.6pp | 172.34%-158.6pp |
| Employer contribution / active EE | $5,053 | $3,533+43.0% | $3,020+67.3% | $4,379+15.4% |
| Participant deferral / active EE | $2,183 | $5,793-62.3% | $5,135-57.5% | $6,730-67.6% |
| Admin fee / account holder | $1,367 | $15,393-91.1% | $12,742-89.3% | $14,365-90.5% |