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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 | $889,897 | $150,447+491.5% | $136,298+552.9% | $147,586+503.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 9.26% | 1049.15%-1039.9pp | 5156.27%-5147.0pp | 578.59%-569.3pp |
| Employer contribution / active EE | $31,876 | $5,256+506.4% | $4,696+578.8% | $4,876+553.7% |
| Participant deferral / active EE | $20,128 | $6,631+203.6% | $6,247+222.2% | $5,439+270.1% |
| Admin fee / account holder | $1,145 | $10,906-89.5% | $9,244-87.6% | $10,886-89.5% |