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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 | $427,037 | $165,361+158.2% | $149,715+185.2% | $158,950+168.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 6.91% | 348.24%-341.3pp | 276.66%-269.8pp | 302.91%-296.0pp |
| Employer contribution / active EE | $19,894 | $5,103+289.8% | $4,645+328.3% | $4,762+317.8% |
| Participant deferral / active EE | $0 | $7,182-100.0% | $6,842-100.0% | $5,983-100.0% |
| Admin fee / account holder | $632 | $10,808-94.2% | $9,310-93.2% | $11,248-94.4% |