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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 | $1,655,106 | $160,028+934.3% | $147,080+1025.3% | $145,884+1034.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 18.13% | 98.60%-80.5pp | 420.17%-402.0pp | 551.85%-533.7pp |
| Employer contribution / active EE | $2,813 | $5,286-46.8% | $4,933-43.0% | $4,662-39.7% |
| Participant deferral / active EE | $0 | $8,422-100.0% | $8,066-100.0% | $6,690-100.0% |
| Admin fee / account holder | $101,284 | $15,030+573.9% | $12,989+679.8% | $13,392+656.3% |