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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 | $1,181,976 | $90,691+1203.3% | $76,119+1452.8% | $145,884+710.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 24.95% | 624.52%-599.6pp | 361.25%-336.3pp | 551.85%-526.9pp |
| Employer contribution / active EE | $21,504 | $3,329+546.0% | $2,693+698.6% | $4,662+361.2% |
| Participant deferral / active EE | $0 | $5,167-100.0% | $4,259-100.0% | $6,690-100.0% |
| Admin fee / account holder | $516 | $8,383-93.8% | $6,421-92.0% | $13,392-96.1% |