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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 | $5,371,258 | $157,304+3314.6% | $141,197+3704.1% | $152,909+3412.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 33.29% | 64.34%-31.1pp | 71.41%-38.1pp | 345.46%-312.2pp |
| Employer contribution / active EE | $22,500 | $5,263+327.6% | $4,736+375.1% | $4,764+372.3% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $156,000 | $12,126+1186.5% | $10,265+1419.8% | $11,601+1244.7% |