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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 | $1,097,356 | $92,766+1082.9% | $82,763+1225.9% | $134,545+715.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | 6.65% | 946.97%-940.3pp | 702.45%-695.8pp | 418.37%-411.7pp |
| Employer contribution / active EE | $23,792 | $3,273+626.9% | $3,008+690.9% | $4,742+401.8% |
| Participant deferral / active EE | $0 | $4,802-100.0% | $4,395-100.0% | $6,401-100.0% |
| Admin fee / account holder | $36,791 | $5,978+515.5% | $5,325+590.9% | $11,431+221.9% |