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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 | $773,330 | $159,934+383.5% | $147,005+426.1% | $145,959+429.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 8.39% | 98.24%-89.8pp | 418.76%-410.4pp | 561.95%-553.6pp |
| Employer contribution / active EE | $4,248 | $5,287-19.7% | $4,934-13.9% | $4,661-8.9% |
| Participant deferral / active EE | $15,304 | $8,427+81.6% | $8,070+89.6% | $6,689+128.8% |
| Admin fee / account holder | $4,228 | $15,053-71.9% | $13,006-67.5% | $13,398-68.4% |