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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 | $2,667,704 | $125,778+2021.0% | $114,563+2228.6% | $154,746+1623.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.9%+27.1pp | 80.7%+19.3pp |
| Annual return | 16.04% | 295.14%-279.1pp | 241.09%-225.1pp | 172.34%-156.3pp |
| Employer contribution / active EE | $8,702 | $2,806+210.1% | $2,592+235.7% | $4,379+98.7% |
| Participant deferral / active EE | $0 | $4,445-100.0% | $4,142-100.0% | $6,730-100.0% |
| Admin fee / account holder | $105,851 | $8,190+1192.4% | $7,623+1288.5% | $14,365+636.9% |