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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 | $138,114+1353.6% | $125,391+1501.1% | $134,545+1392.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -11.30% | 750.88%-762.2pp | 572.41%-583.7pp | 418.37%-429.7pp |
| Employer contribution / active EE | $22,667 | $5,246+332.1% | $4,816+370.7% | $4,742+378.0% |
| Participant deferral / active EE | $17,833 | $7,801+128.6% | $7,448+139.4% | $6,401+178.6% |
| Admin fee / account holder | $31,004 | $11,570+168.0% | $10,009+209.8% | $11,431+171.2% |