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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 | $474,949 | $148,623+219.6% | $135,974+249.3% | $139,466+240.5% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 0.03% | 79.30%-79.3pp | 68.30%-68.3pp | 373.66%-373.6pp |
| Employer contribution / active EE | $51,864 | $5,246+888.6% | $4,859+967.4% | $4,754+991.0% |
| Participant deferral / active EE | $0 | $8,103-100.0% | $7,760-100.0% | $6,712-100.0% |
| Admin fee / account holder | $42,707 | $12,406+244.3% | $10,767+296.7% | $11,409+274.3% |