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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 | $2,838,095 | $176,402+1508.9% | $134,162+2015.4% | $158,982+1685.2% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 16.83% | 63.66%-46.8pp | 36.35%-19.5pp | 302.99%-286.2pp |
| Employer contribution / active EE | $34,750 | $5,042+589.2% | $3,705+837.9% | $4,763+629.6% |
| Participant deferral / active EE | $0 | $4,093-100.0% | $3,500-100.0% | $5,983-100.0% |
| Admin fee / account holder | $92,493 | $8,719+960.8% | $6,685+1283.5% | $11,252+722.0% |