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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 | $106,524+151.2% | $152,301+75.7% | $87,485+205.8% |
| Participation rate | 72.0% | 75.8%-3.8pp | 82.4%-10.4pp | 68.9%+3.1pp |
| Annual return | 20.19% | 26.89%-6.7pp | 80.50%-60.3pp | 26.06%-5.9pp |
| Employer contribution / active EE | $2,592 | $3,371-23.1% | $4,624-44.0% | $2,596-0.2% |
| Participant deferral / active EE | $4,790 | $6,525-26.6% | $8,004-40.2% | $4,274+12.1% |
| Admin fee / account holder | $31,325 | $8,287+278.0% | $14,398+117.6% | $7,775+302.9% |