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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 | $440,695 | $148,623+196.5% | $135,974+224.1% | $139,466+216.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 11.73% | 79.30%-67.6pp | 68.30%-56.6pp | 373.66%-361.9pp |
| Employer contribution / active EE | $23,020 | $5,246+338.8% | $4,859+373.8% | $4,754+384.2% |
| Participant deferral / active EE | $14,947 | $8,103+84.5% | $7,760+92.6% | $6,712+122.7% |
| Admin fee / account holder | $65,265 | $12,406+426.1% | $10,767+506.2% | $11,409+472.1% |