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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 | $3,052,817 | $159,978+1808.3% | $147,041+1976.2% | $145,978+1991.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.46% | 98.36%-86.9pp | 419.21%-407.7pp | 550.52%-539.1pp |
| Employer contribution / active EE | $3,800 | $5,288-28.1% | $4,935-23.0% | $4,662-18.5% |
| Participant deferral / active EE | $30,000 | $8,429+255.9% | $8,071+271.7% | $6,690+348.5% |
| Admin fee / account holder | $114,271 | $15,053+659.1% | $13,006+778.6% | $13,400+752.7% |