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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 | $288,834 | $88,754+225.4% | $81,820+253.0% | $145,877+98.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 7.46% | 1031.77%-1024.3pp | 777.93%-770.5pp | 551.28%-543.8pp |
| Employer contribution / active EE | $6,566 | $3,085+112.8% | $2,915+125.2% | $4,663+40.8% |
| Participant deferral / active EE | $6,206 | $4,648+33.5% | $4,323+43.6% | $6,691-7.2% |
| Admin fee / account holder | $74,230 | $8,424+781.2% | $7,391+904.4% | $13,402+453.9% |