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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 | $283,692 | $212,386+33.6% | $199,883+41.9% | $138,895+104.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 13.83% | 47.75%-33.9pp | 43.81%-30.0pp | 145.39%-131.6pp |
| Employer contribution / active EE | $1,931 | $6,625-70.8% | $6,261-69.2% | $4,194-54.0% |
| Participant deferral / active EE | $9,329 | $9,617-3.0% | $9,138+2.1% | $6,396+45.9% |
| Admin fee / account holder | $2,361 | $18,233-87.0% | $17,268-86.3% | $12,562-81.2% |