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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 | $451,337 | $109,872+310.8% | $98,483+358.3% | $167,536+169.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 7.53% | 1959.31%-1951.8pp | 1494.38%-1486.8pp | 478.82%-471.3pp |
| Employer contribution / active EE | $6,195 | $3,225+92.1% | $2,961+109.2% | $4,839+28.0% |
| Participant deferral / active EE | $15,791 | $4,673+237.9% | $4,276+269.2% | $6,342+149.0% |
| Admin fee / account holder | $2,106 | $6,757-68.8% | $5,953-64.6% | $12,315-82.9% |