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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 | $2,550,812 | $124,187+1954.0% | $108,410+2252.9% | $167,518+1422.7% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 23.18% | 1379.80%-1356.6pp | 905.34%-882.2pp | 478.71%-455.5pp |
| Employer contribution / active EE | $1,711 | $4,187-59.1% | $3,558-51.9% | $4,838-64.6% |
| Participant deferral / active EE | $41,144 | $6,908+495.6% | $6,562+527.0% | $6,342+548.8% |
| Admin fee / account holder | $39,652 | $9,456+319.3% | $7,296+443.5% | $12,312+222.0% |