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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 | $2,014,665 | $132,099+1425.1% | $115,599+1642.8% | $138,895+1350.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.3%+25.7pp | 79.9%+20.1pp |
| Annual return | 18.99% | 176.76%-157.8pp | 111.10%-92.1pp | 145.39%-126.4pp |
| Employer contribution / active EE | $31,000 | $3,416+807.5% | $2,955+948.9% | $4,194+639.1% |
| Participant deferral / active EE | $0 | $5,617-100.0% | $4,889-100.0% | $6,396-100.0% |
| Admin fee / account holder | $60,455 | $15,650+286.3% | $12,841+370.8% | $12,562+381.2% |