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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 | $310,877 | $106,974+190.6% | $90,796+242.4% | $138,895+123.8% |
| Participation rate | 100.0% | 74.9%+25.1pp | 69.5%+30.5pp | 79.9%+20.1pp |
| Annual return | 14.25% | 20.10%-5.9pp | 19.29%-5.0pp | 145.39%-131.1pp |
| Employer contribution / active EE | $900 | $2,609-65.5% | $2,294-60.8% | $4,194-78.5% |
| Participant deferral / active EE | $2,250 | $4,455-49.5% | $3,822-41.1% | $6,396-64.8% |
| Admin fee / account holder | $418 | $8,626-95.2% | $7,024-94.1% | $12,562-96.7% |