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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 | $2,267,003 | $127,296+1680.9% | $109,907+1962.7% | $167,536+1253.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 18.35% | 22.97%-4.6pp | 29.46%-11.1pp | 478.82%-460.5pp |
| Employer contribution / active EE | $18,737 | $3,325+463.5% | $2,844+558.8% | $4,839+287.2% |
| Participant deferral / active EE | $0 | $4,513-100.0% | $4,047-100.0% | $6,342-100.0% |
| Admin fee / account holder | $71,442 | $7,119+903.5% | $6,069+1077.2% | $12,315+480.1% |