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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 | $889,977 | $159,934+456.5% | $147,005+505.4% | $145,959+509.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.36% | 98.24%-88.9pp | 418.76%-409.4pp | 561.95%-552.6pp |
| Employer contribution / active EE | $0 | $5,287-100.0% | $4,934-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $28,770 | $8,427+241.4% | $8,070+256.5% | $6,689+330.1% |
| Admin fee / account holder | $2,572 | $15,053-82.9% | $13,006-80.2% | $13,398-80.8% |