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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 | $99,668+2106.5% | $86,451+2443.8% | $134,545+1534.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.25% | 6789.61%-6804.9pp | 4398.51%-4413.8pp | 418.37%-433.6pp |
| Employer contribution / active EE | $7,348 | $4,403+66.9% | $3,770+94.9% | $4,742+55.0% |
| Participant deferral / active EE | $53,652 | $7,249+640.1% | $6,953+671.6% | $6,401+738.1% |
| Admin fee / account holder | $2,185,428 | $8,377+25989.9% | $6,734+32351.3% | $11,431+19019.0% |