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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 | $202,342+262.7% | $172,753+324.8% | $152,909+379.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 5.93% | 1029.88%-1024.0pp | 803.00%-797.1pp | 345.46%-339.5pp |
| Employer contribution / active EE | $39,637 | $5,857+576.7% | $5,144+670.6% | $4,764+732.0% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $28,458 | $17,112+66.3% | $13,956+103.9% | $11,601+145.3% |