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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 | $419,339 | $176,105+138.1% | $159,474+163.0% | $167,536+150.3% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 5.56% | 331.91%-326.3pp | 263.68%-258.1pp | 478.82%-473.3pp |
| Employer contribution / active EE | $31,973 | $5,299+503.4% | $4,831+561.9% | $4,839+560.7% |
| Participant deferral / active EE | $0 | $7,751-100.0% | $7,353-100.0% | $6,342-100.0% |
| Admin fee / account holder | $11,334 | $12,559-9.8% | $10,802+4.9% | $12,315-8.0% |