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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 | $455,565 | $109,872+314.6% | $98,483+362.6% | $167,536+171.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 8.60% | 1959.31%-1950.7pp | 1494.38%-1485.8pp | 478.82%-470.2pp |
| Employer contribution / active EE | $4,706 | $3,225+45.9% | $2,961+58.9% | $4,839-2.8% |
| Participant deferral / active EE | $6,519 | $4,673+39.5% | $4,276+52.4% | $6,342+2.8% |
| Admin fee / account holder | $1,926 | $6,757-71.5% | $5,953-67.6% | $12,315-84.4% |