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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 | $505,708 | $176,120+187.1% | $159,487+217.1% | $167,553+201.8% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 9.53% | 331.95%-322.4pp | 263.71%-254.2pp | 478.89%-469.4pp |
| Employer contribution / active EE | $2,167 | $5,299-59.1% | $4,831-55.2% | $4,840-55.2% |
| Participant deferral / active EE | $17,853 | $7,752+130.3% | $7,354+142.8% | $6,343+181.5% |
| Admin fee / account holder | $4,742 | $12,561-62.2% | $10,804-56.1% | $12,316-61.5% |