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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 | $261,741 | $182,442+43.5% | $163,379+60.2% | $138,895+88.4% |
| Participation rate | 87.5% | 79.8%+7.7pp | 76.8%+10.7pp | 79.9%+7.6pp |
| Annual return | 10.73% | 72.74%-62.0pp | 63.41%-52.7pp | 145.39%-134.7pp |
| Employer contribution / active EE | $0 | $4,159-100.0% | $3,752-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $8,485 | $6,817+24.5% | $6,282+35.1% | $6,396+32.7% |
| Admin fee / account holder | $2,887 | $10,396-72.2% | $9,818-70.6% | $12,562-77.0% |