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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 | $2,180,845 | $160,028+1262.8% | $147,080+1382.8% | $145,884+1394.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 22.48% | 98.60%-76.1pp | 420.17%-397.7pp | 551.85%-529.4pp |
| Employer contribution / active EE | $45,750 | $5,286+765.5% | $4,933+827.4% | $4,662+881.3% |
| Participant deferral / active EE | $0 | $8,422-100.0% | $8,066-100.0% | $6,690-100.0% |
| Admin fee / account holder | $92,504 | $15,030+515.5% | $12,989+612.2% | $13,392+590.7% |