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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 | $1,839,417 | $106,008+1635.2% | $92,240+1894.2% | $147,586+1146.3% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 12.40% | 50.05%-37.6pp | 176.29%-163.9pp | 578.59%-566.2pp |
| Employer contribution / active EE | $20,000 | $4,333+361.5% | $3,680+443.5% | $4,876+310.1% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $36,328 | $6,333+473.6% | $5,194+599.4% | $10,886+233.7% |