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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 | $282,247 | $212,386+32.9% | $199,883+41.2% | $138,895+103.2% |
| Participation rate | 93.3% | 87.4%+6.0pp | 86.8%+6.6pp | 79.9%+13.4pp |
| Annual return | 16.83% | 47.75%-30.9pp | 43.81%-27.0pp | 145.39%-128.6pp |
| Employer contribution / active EE | $7,758 | $6,625+17.1% | $6,261+23.9% | $4,194+85.0% |
| Participant deferral / active EE | $18,652 | $9,617+93.9% | $9,138+104.1% | $6,396+191.6% |
| Admin fee / account holder | $1,314 | $18,233-92.8% | $17,268-92.4% | $12,562-89.5% |