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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 | $637,781 | $176,120+262.1% | $159,487+299.9% | $167,553+280.6% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 3.14% | 331.95%-328.8pp | 263.71%-260.6pp | 478.89%-475.8pp |
| Employer contribution / active EE | $6,260 | $5,299+18.1% | $4,831+29.6% | $4,840+29.3% |
| Participant deferral / active EE | $8,574 | $7,752+10.6% | $7,354+16.6% | $6,343+35.2% |
| Admin fee / account holder | $595 | $12,561-95.3% | $10,804-94.5% | $12,316-95.2% |