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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 | $2,258,585 | $102,595+2101.5% | $94,057+2301.3% | $154,746+1359.5% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 9.06% | 583.42%-574.4pp | 480.62%-471.6pp | 172.34%-163.3pp |
| Employer contribution / active EE | $10,944 | $3,147+247.7% | $2,933+273.1% | $4,379+149.9% |
| Participant deferral / active EE | $30,500 | $5,118+495.9% | $4,709+547.6% | $6,730+353.2% |
| Admin fee / account holder | $107,531 | $7,736+1290.0% | $7,244+1384.3% | $14,365+648.6% |