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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 | $3,758,451 | $96,691+3787.1% | $86,656+4237.2% | $139,487+2594.5% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 14.07% | 106.87%-92.8pp | 593.09%-579.0pp | 373.84%-359.8pp |
| Employer contribution / active EE | $0 | $3,267-100.0% | $3,025-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $5,541 | $4,838+14.5% | $4,439+24.8% | $6,713-17.5% |
| Admin fee / account holder | $1,743 | $6,414-72.8% | $5,619-69.0% | $11,407-84.7% |