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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 | $252,959 | $150,447+68.1% | $136,298+85.6% | $147,586+71.4% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 9.46% | 1049.15%-1039.7pp | 5156.27%-5146.8pp | 578.59%-569.1pp |
| Employer contribution / active EE | $5,019 | $5,256-4.5% | $4,696+6.9% | $4,876+2.9% |
| Participant deferral / active EE | $11,646 | $6,631+75.6% | $6,247+86.4% | $5,439+114.1% |
| Admin fee / account holder | $16,281 | $10,906+49.3% | $9,244+76.1% | $10,886+49.6% |