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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 | $2,442,303 | $165,939+1371.8% | $122,354+1896.1% | $147,586+1554.8% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 20.68% | 34.56%-13.9pp | 30.28%-9.6pp | 578.59%-557.9pp |
| Employer contribution / active EE | $52,139 | $5,754+806.1% | $4,051+1187.1% | $4,876+969.2% |
| Participant deferral / active EE | $0 | $4,005-100.0% | $3,287-100.0% | $5,439-100.0% |
| Admin fee / account holder | $6,417 | $7,425-13.6% | $5,479+17.1% | $10,886-41.1% |