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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 | $4,079,844 | $176,105+2216.7% | $159,474+2458.3% | $167,536+2335.2% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 13.30% | 331.91%-318.6pp | 263.68%-250.4pp | 478.82%-465.5pp |
| Employer contribution / active EE | $30,890 | $5,299+483.0% | $4,831+539.4% | $4,839+538.3% |
| Participant deferral / active EE | $9,750 | $7,751+25.8% | $7,353+32.6% | $6,342+53.7% |
| Admin fee / account holder | $152,538 | $12,559+1114.5% | $10,802+1312.1% | $12,315+1138.7% |