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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 | $406,095 | $100,938+302.3% | $90,461+348.9% | $158,982+155.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 5.57% | 1727.20%-1721.6pp | 1294.76%-1289.2pp | 302.99%-297.4pp |
| Employer contribution / active EE | $6,041 | $3,691+63.6% | $3,264+85.1% | $4,763+26.8% |
| Participant deferral / active EE | $15,507 | $4,350+256.5% | $3,964+291.2% | $5,983+159.2% |
| Admin fee / account holder | $1,834 | $6,510-71.8% | $5,617-67.3% | $11,252-83.7% |