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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 | $2,252,775 | $176,120+1179.1% | $159,487+1312.5% | $167,553+1244.5% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 20.81% | 331.95%-311.1pp | 263.71%-242.9pp | 478.89%-458.1pp |
| Employer contribution / active EE | $23,308 | $5,299+339.8% | $4,831+382.4% | $4,840+381.6% |
| Participant deferral / active EE | $22,420 | $7,752+189.2% | $7,354+204.9% | $6,343+253.5% |
| Admin fee / account holder | $31,468 | $12,561+150.5% | $10,804+191.3% | $12,316+155.5% |