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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 | $2,199,182 | $99,647+2107.0% | $86,439+2444.2% | $134,509+1535.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.25% | 6784.13%-6799.4pp | 4395.55%-4410.8pp | 418.13%-433.4pp |
| Employer contribution / active EE | $7,348 | $4,401+67.0% | $3,769+95.0% | $4,741+55.0% |
| Participant deferral / active EE | $53,652 | $7,246+640.4% | $6,952+671.8% | $6,400+738.3% |
| Admin fee / account holder | $2,185,428 | $8,373+26000.5% | $6,732+32363.7% | $11,427+19025.8% |