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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 | $426,157 | $159,978+166.4% | $147,041+189.8% | $145,978+191.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 6.32% | 98.36%-92.0pp | 419.21%-412.9pp | 550.52%-544.2pp |
| Employer contribution / active EE | $7,869 | $5,288+48.8% | $4,935+59.4% | $4,662+68.8% |
| Participant deferral / active EE | $23,982 | $8,429+184.5% | $8,071+197.1% | $6,690+258.5% |
| Admin fee / account holder | $13,665 | $15,053-9.2% | $13,006+5.1% | $13,400+2.0% |