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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 | $3,252,014 | $185,225+1655.7% | $142,898+2175.8% | $167,536+1841.1% |
| Participation rate | 100.0% | 78.5%+21.5pp | 72.0%+28.0pp | 82.1%+17.9pp |
| Annual return | 16.29% | 8558.12%-8541.8pp | 5639.64%-5623.3pp | 478.82%-462.5pp |
| Employer contribution / active EE | $38,500 | $5,607+586.6% | $4,146+828.7% | $4,839+695.6% |
| Participant deferral / active EE | $0 | $4,496-100.0% | $3,838-100.0% | $6,342-100.0% |
| Admin fee / account holder | $114,653 | $8,032+1327.4% | $6,560+1647.7% | $12,315+831.0% |