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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 | $733,806 | $202,326+262.7% | $172,745+324.8% | $152,870+380.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 5.93% | 1029.72%-1023.8pp | 802.90%-797.0pp | 345.34%-339.4pp |
| Employer contribution / active EE | $39,637 | $5,858+576.7% | $5,144+670.5% | $4,763+732.2% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,197-100.0% | $5,850-100.0% |
| Admin fee / account holder | $28,458 | $17,110+66.3% | $13,954+103.9% | $11,597+145.4% |