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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 | $1,872,513 | $226,105+728.2% | $182,540+925.8% | $152,897+1124.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 11.29% | 192.58%-181.3pp | 148.58%-137.3pp | 345.43%-334.1pp |
| Employer contribution / active EE | $2,000 | $4,978-59.8% | $4,076-50.9% | $4,764-58.0% |
| Participant deferral / active EE | $0 | $6,370-100.0% | $5,525-100.0% | $5,851-100.0% |
| Admin fee / account holder | $121,205 | $10,706+1032.2% | $8,593+1310.5% | $11,599+944.9% |