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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 | $1,510,002 | $135,645+1013.2% | $110,243+1269.7% | $135,379+1015.4% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | 26.01% | 513.24%-487.2pp | 314.76%-288.7pp | 519.79%-493.8pp |
| Employer contribution / active EE | $20,000 | $4,907+307.6% | $3,827+422.6% | $4,779+318.5% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,672-100.0% | $5,609-100.0% |
| Admin fee / account holder | $3,138 | $11,458-72.6% | $8,548-63.3% | $10,828-71.0% |