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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 | $2,376,569 | $110,093+2058.7% | $97,295+2342.6% | $145,897+1528.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 15.94% | 244.76%-228.8pp | 75.62%-59.7pp | 552.29%-536.4pp |
| Employer contribution / active EE | $8,800 | $3,077+186.0% | $2,723+223.2% | $4,663+88.7% |
| Participant deferral / active EE | $0 | $4,678-100.0% | $4,264-100.0% | $6,689-100.0% |
| Admin fee / account holder | $83,978 | $6,212+1251.8% | $5,646+1387.3% | $13,390+527.1% |