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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 | $267,546 | $106,749+150.6% | $145,433+84.0% | $82,448+224.5% |
| Participation rate | 72.0% | 75.6%-3.6pp | 82.1%-10.1pp | 68.1%+3.9pp |
| Annual return | 20.19% | 27.59%-7.4pp | 66.58%-46.4pp | 41.64%-21.5pp |
| Employer contribution / active EE | $2,592 | $3,444-24.8% | $4,554-43.1% | $2,551+1.6% |
| Participant deferral / active EE | $4,790 | $6,519-26.5% | $7,897-39.4% | $4,139+15.7% |
| Admin fee / account holder | $31,325 | $8,390+273.4% | $13,129+138.6% | $7,234+333.0% |