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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 | $629,741 | $202,342+211.2% | $172,753+264.5% | $152,909+311.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 3.78% | 1029.88%-1026.1pp | 803.00%-799.2pp | 345.46%-341.7pp |
| Employer contribution / active EE | $14,408 | $5,857+146.0% | $5,144+180.1% | $4,764+202.4% |
| Participant deferral / active EE | $8,333 | $5,948+40.1% | $5,198+60.3% | $5,851+42.4% |
| Admin fee / account holder | $779 | $17,112-95.4% | $13,956-94.4% | $11,601-93.3% |