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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 | $1,251,894 | $103,008+1115.3% | $90,304+1286.3% | $152,897+718.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 21.08% | 95.22%-74.1pp | 78.13%-57.0pp | 345.43%-324.3pp |
| Employer contribution / active EE | $43,646 | $3,139+1290.3% | $2,855+1428.8% | $4,764+816.3% |
| Participant deferral / active EE | $0 | $4,281-100.0% | $3,885-100.0% | $5,851-100.0% |
| Admin fee / account holder | $75,000 | $6,175+1114.6% | $5,354+1300.8% | $11,599+546.6% |