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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 | $2,095,052 | $169,356+1137.1% | $129,406+1519.0% | $145,897+1336.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 28.99% | 14418.62%-14389.6pp | 9468.18%-9439.2pp | 552.29%-523.3pp |
| Employer contribution / active EE | $34,375 | $5,542+520.3% | $4,155+727.3% | $4,663+637.2% |
| Participant deferral / active EE | $26,750 | $4,987+436.4% | $4,167+541.9% | $6,689+299.9% |
| Admin fee / account holder | $18,582 | $9,915+87.4% | $7,689+141.7% | $13,390+38.8% |