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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 | $3,775,007 | $149,040+2432.9% | $120,225+3040.0% | $137,256+2650.3% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 7.41% | 605.68%-598.3pp | 439.23%-431.8pp | 220.34%-212.9pp |
| Employer contribution / active EE | $50,848 | $4,350+1068.9% | $3,475+1363.1% | $4,156+1123.5% |
| Participant deferral / active EE | $18,650 | $4,655+300.7% | $3,999+366.4% | $6,407+191.1% |
| Admin fee / account holder | $108,328 | $6,348+1606.6% | $5,696+1801.7% | $12,270+782.9% |