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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 | $458,565 | $150,447+204.8% | $136,298+236.4% | $147,586+210.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 8.17% | 1049.15%-1041.0pp | 5156.27%-5148.1pp | 578.59%-570.4pp |
| Employer contribution / active EE | $6,069 | $5,256+15.5% | $4,696+29.2% | $4,876+24.5% |
| Participant deferral / active EE | $9,425 | $6,631+42.1% | $6,247+50.9% | $5,439+73.3% |
| Admin fee / account holder | $10,601 | $10,906-2.8% | $9,244+14.7% | $10,886-2.6% |