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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $603,933 | $180,749+234.1% | $160,784+275.6% | $137,256+340.0% |
| Participation rate | 87.5% | 80.0%+7.5pp | 77.0%+10.5pp | 80.0%+7.5pp |
| Annual return | 9.68% | 2234.46%-2224.8pp | 1803.92%-1794.2pp | 220.34%-210.7pp |
| Employer contribution / active EE | $15,625 | $4,155+276.0% | $3,733+318.6% | $4,156+276.0% |
| Participant deferral / active EE | $0 | $6,844-100.0% | $6,293-100.0% | $6,407-100.0% |
| Admin fee / account holder | $835 | $10,397-92.0% | $9,717-91.4% | $12,270-93.2% |