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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 | $2,031,968 | $109,872+1749.4% | $98,483+1963.3% | $167,536+1112.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 17.99% | 1959.31%-1941.3pp | 1494.38%-1476.4pp | 478.82%-460.8pp |
| Employer contribution / active EE | $9,000 | $3,225+179.1% | $2,961+204.0% | $4,839+86.0% |
| Participant deferral / active EE | $6,500 | $4,673+39.1% | $4,276+52.0% | $6,342+2.5% |
| Admin fee / account holder | $81,994 | $6,757+1113.4% | $5,953+1277.4% | $12,315+565.8% |