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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 | $6,971,461 | $201,259+3363.9% | $184,200+3684.7% | $145,959+4676.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 23.42% | 28.98%-5.6pp | 28.80%-5.4pp | 561.95%-538.5pp |
| Employer contribution / active EE | $69,000 | $7,018+883.2% | $6,424+974.1% | $4,661+1380.4% |
| Participant deferral / active EE | $0 | $9,806-100.0% | $9,132-100.0% | $6,689-100.0% |
| Admin fee / account holder | $405,700 | $16,372+2378.0% | $13,907+2817.2% | $13,398+2928.1% |