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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 | $341,364 | $88,815+284.4% | $81,882+316.9% | $145,897+134.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 5.89% | 1033.75%-1027.9pp | 779.47%-773.6pp | 552.29%-546.4pp |
| Employer contribution / active EE | $13,237 | $3,086+328.9% | $2,916+353.9% | $4,663+183.9% |
| Participant deferral / active EE | $30,500 | $4,647+556.3% | $4,323+605.5% | $6,689+356.0% |
| Admin fee / account holder | $15,274 | $8,434+81.1% | $7,360+107.5% | $13,390+14.1% |