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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 | $1,595,949 | $176,105+806.2% | $159,474+900.8% | $167,536+852.6% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 0.31% | 331.91%-331.6pp | 263.68%-263.4pp | 478.82%-478.5pp |
| Employer contribution / active EE | $28,003 | $5,299+428.5% | $4,831+479.7% | $4,839+478.7% |
| Participant deferral / active EE | $24,917 | $7,751+221.4% | $7,353+238.9% | $6,342+292.9% |
| Admin fee / account holder | $2,370 | $12,559-81.1% | $10,802-78.1% | $12,315-80.8% |