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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 | $500,515 | $72,071+594.5% | $68,368+632.1% | $137,256+264.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 13.03% | 353.14%-340.1pp | 292.57%-279.5pp | 220.34%-207.3pp |
| Employer contribution / active EE | $7,121 | $2,788+155.4% | $2,649+168.8% | $4,156+71.4% |
| Participant deferral / active EE | $24,100 | $4,410+446.5% | $4,123+484.6% | $6,407+276.2% |
| Admin fee / account holder | $3,921 | $5,336-26.5% | $5,150-23.9% | $12,270-68.0% |