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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 | $103,000+1115.4% | $90,300+1286.4% | $152,885+718.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 21.08% | 95.19%-74.1pp | 78.11%-57.0pp | 345.39%-324.3pp |
| Employer contribution / active EE | $43,646 | $3,138+1290.7% | $2,854+1429.2% | $4,763+816.3% |
| Participant deferral / active EE | $0 | $4,281-100.0% | $3,884-100.0% | $5,851-100.0% |
| Admin fee / account holder | $75,000 | $6,173+1114.9% | $5,353+1301.1% | $11,598+546.7% |