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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 | $597,149 | $159,978+273.3% | $147,041+306.1% | $145,978+309.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.36% | 98.36%-89.0pp | 419.21%-409.9pp | 550.52%-541.2pp |
| Employer contribution / active EE | $25,749 | $5,288+386.9% | $4,935+421.8% | $4,662+452.3% |
| Participant deferral / active EE | $13,028 | $8,429+54.6% | $8,071+61.4% | $6,690+94.8% |
| Admin fee / account holder | $141,831 | $15,053+842.2% | $13,006+990.5% | $13,400+958.4% |