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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 | $385,701 | $169,361+127.7% | $129,397+198.1% | $145,877+164.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 3.29% | 14395.54%-14392.3pp | 9453.98%-9450.7pp | 551.28%-548.0pp |
| Employer contribution / active EE | $33,389 | $5,542+502.5% | $4,154+703.7% | $4,663+616.0% |
| Participant deferral / active EE | $24,711 | $4,987+395.5% | $4,167+493.0% | $6,691+269.3% |
| Admin fee / account holder | $860 | $9,903-91.3% | $7,679-88.8% | $13,402-93.6% |