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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 | $284,203 | $212,386+33.8% | $199,883+42.2% | $138,895+104.6% |
| Participation rate | 71.4% | 87.4%-15.9pp | 86.8%-15.3pp | 79.9%-8.5pp |
| Annual return | 29.51% | 47.75%-18.2pp | 43.81%-14.3pp | 145.39%-115.9pp |
| Employer contribution / active EE | $2,701 | $6,625-59.2% | $6,261-56.9% | $4,194-35.6% |
| Participant deferral / active EE | $8,855 | $9,617-7.9% | $9,138-3.1% | $6,396+38.4% |
| Admin fee / account holder | $47,072 | $18,233+158.2% | $17,268+172.6% | $12,562+274.7% |