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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 | $505,056 | $198,457+154.5% | $170,435+196.3% | $147,586+242.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 6.63% | 257.30%-250.7pp | 205.94%-199.3pp | 578.59%-572.0pp |
| Employer contribution / active EE | $12,500 | $6,183+102.2% | $5,432+130.1% | $4,876+156.3% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,939-100.0% | $5,439-100.0% |
| Admin fee / account holder | $26,467 | $16,852+57.1% | $13,881+90.7% | $10,886+143.1% |