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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 | $7,081,307 | $201,372+3416.5% | $184,260+3743.1% | $145,884+4754.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 21.80% | 29.04%-7.2pp | 28.84%-7.0pp | 551.85%-530.0pp |
| Employer contribution / active EE | $73,500 | $7,024+946.5% | $6,427+1043.5% | $4,662+1476.5% |
| Participant deferral / active EE | $0 | $9,808-100.0% | $9,133-100.0% | $6,690-100.0% |
| Admin fee / account holder | $493,375 | $16,362+2915.4% | $13,898+3450.0% | $13,392+3584.1% |