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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 | $1,570,543 | $83,337+1784.6% | $67,834+2215.3% | $273,972+473.3% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 8.49% | 259.45%-251.0pp | 138.47%-130.0pp | 41.46%-33.0pp |
| Employer contribution / active EE | $24,715 | $3,287+651.9% | $2,403+928.3% | $4,869+407.6% |
| Participant deferral / active EE | $0 | $4,088-100.0% | $3,160-100.0% | $5,287-100.0% |
| Admin fee / account holder | $54,291 | $6,752+704.1% | $4,622+1074.5% | $10,133+435.8% |