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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 | $267,897 | $154,228+73.7% | $145,433+84.2% | $137,256+95.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 13.65% | 74.59%-60.9pp | 66.58%-52.9pp | 220.34%-206.7pp |
| Employer contribution / active EE | $1,842 | $4,804-61.7% | $4,554-59.6% | $4,156-55.7% |
| Participant deferral / active EE | $7,825 | $8,216-4.8% | $7,897-0.9% | $6,407+22.1% |
| Admin fee / account holder | $1,214 | $14,344-91.5% | $13,129-90.8% | $12,270-90.1% |