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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 | $160,040+383.2% | $147,096+425.7% | $145,877+430.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 8.39% | 98.49%-90.1pp | 419.75%-411.4pp | 551.28%-542.9pp |
| Employer contribution / active EE | $4,248 | $5,289-19.7% | $4,936-13.9% | $4,663-8.9% |
| Participant deferral / active EE | $15,304 | $8,429+81.6% | $8,071+89.6% | $6,691+128.7% |
| Admin fee / account holder | $4,228 | $15,050-71.9% | $13,005-67.5% | $13,402-68.5% |