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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 | $1,866,435 | $159,978+1066.7% | $147,041+1169.3% | $145,978+1178.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 8.33% | 98.36%-90.0pp | 419.21%-410.9pp | 550.52%-542.2pp |
| Employer contribution / active EE | $0 | $5,288-100.0% | $4,935-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $82,084 | $8,429+873.9% | $8,071+917.0% | $6,690+1127.0% |
| Admin fee / account holder | $12,464 | $15,053-17.2% | $13,006-4.2% | $13,400-7.0% |