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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 | $1,723,727 | $111,535+1445.5% | $105,223+1538.2% | $137,256+1155.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 127.97% | 237.85%-109.9pp | 180.65%-52.7pp | 220.34%-92.4pp |
| Employer contribution / active EE | $33,250 | $3,939+744.0% | $3,689+801.4% | $4,156+700.0% |
| Participant deferral / active EE | $0 | $5,500-100.0% | $5,072-100.0% | $6,407-100.0% |
| Admin fee / account holder | $4,000 | $9,721-58.9% | $8,859-54.8% | $12,270-67.4% |