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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 | $2,958,243 | $160,070+1748.1% | $147,117+1910.8% | $145,897+1927.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 45.15% | 98.69%-53.5pp | 420.54%-375.4pp | 552.29%-507.1pp |
| Employer contribution / active EE | $23,592 | $5,285+346.4% | $4,932+378.3% | $4,663+406.0% |
| Participant deferral / active EE | $0 | $8,419-100.0% | $8,065-100.0% | $6,689-100.0% |
| Admin fee / account holder | $18,612 | $15,035+23.8% | $12,993+43.2% | $13,390+39.0% |