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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 | $169,336+1137.2% | $129,384+1519.3% | $145,884+1336.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 28.99% | 14408.70%-14379.7pp | 9461.77%-9432.8pp | 551.85%-522.9pp |
| Employer contribution / active EE | $34,375 | $5,540+520.5% | $4,153+727.7% | $4,662+637.3% |
| Participant deferral / active EE | $26,750 | $4,985+436.6% | $4,166+542.1% | $6,690+299.9% |
| Admin fee / account holder | $18,582 | $9,912+87.5% | $7,686+141.8% | $13,392+38.8% |