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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 | $3,127,448 | $99,009+3058.7% | $86,581+3512.2% | $147,585+2019.1% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 18.39% | 1312.70%-1294.3pp | 965.06%-946.7pp | 578.58%-560.2pp |
| Employer contribution / active EE | $48,478 | $3,132+1447.7% | $2,840+1607.3% | $4,876+894.1% |
| Participant deferral / active EE | $79,087 | $3,972+1890.9% | $3,609+2091.6% | $5,439+1354.1% |
| Admin fee / account holder | $58,453 | $5,709+923.9% | $4,904+1091.9% | $10,886+437.0% |