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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 | $605,731 | $160,070+278.4% | $147,117+311.7% | $145,897+315.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.65% | 98.69%-89.0pp | 420.54%-410.9pp | 552.29%-542.6pp |
| Employer contribution / active EE | $7,189 | $5,285+36.0% | $4,932+45.7% | $4,663+54.2% |
| Participant deferral / active EE | $7,812 | $8,419-7.2% | $8,065-3.1% | $6,689+16.8% |
| Admin fee / account holder | $2,742 | $15,035-81.8% | $12,993-78.9% | $13,390-79.5% |