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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 | $507,127 | $160,028+216.9% | $147,080+244.8% | $145,884+247.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.44% | 98.60%-89.2pp | 420.17%-410.7pp | 551.85%-542.4pp |
| Employer contribution / active EE | $18,570 | $5,286+251.3% | $4,933+276.4% | $4,662+298.3% |
| Participant deferral / active EE | $14,056 | $8,422+66.9% | $8,066+74.3% | $6,690+110.1% |
| Admin fee / account holder | $3,065 | $15,030-79.6% | $12,989-76.4% | $13,392-77.1% |