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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 | $2,007,640 | $138,068+1354.1% | $125,358+1501.5% | $134,493+1392.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -11.30% | 750.30%-761.6pp | 572.03%-583.3pp | 418.01%-429.3pp |
| Employer contribution / active EE | $22,667 | $5,244+332.3% | $4,814+370.8% | $4,740+378.2% |
| Participant deferral / active EE | $17,833 | $7,799+128.7% | $7,447+139.5% | $6,400+178.6% |
| Admin fee / account holder | $31,004 | $11,568+168.0% | $10,007+209.8% | $11,425+171.4% |