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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 | $334,622 | $160,070+109.0% | $147,117+127.5% | $145,897+129.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 8.08% | 98.69%-90.6pp | 420.54%-412.5pp | 552.29%-544.2pp |
| Employer contribution / active EE | $3,720 | $5,285-29.6% | $4,932-24.6% | $4,663-20.2% |
| Participant deferral / active EE | $14,686 | $8,419+74.4% | $8,065+82.1% | $6,689+119.5% |
| Admin fee / account holder | $200,350 | $15,035+1232.5% | $12,993+1442.0% | $13,390+1396.2% |