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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 | $1,633,383 | $107,368+1421.3% | $92,915+1657.9% | $152,909+968.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 36.08% | 145.64%-109.6pp | 109.45%-73.4pp | 345.46%-309.4pp |
| Employer contribution / active EE | $29,805 | $4,222+605.9% | $3,653+715.8% | $4,764+525.6% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,238-100.0% | $5,851-100.0% |
| Admin fee / account holder | $331,198 | $7,082+4576.5% | $5,796+5614.6% | $11,601+2755.0% |