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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 | $496,093 | $96,388+414.7% | $80,627+515.3% | $139,466+255.7% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 8.46% | 1352.08%-1343.6pp | 936.76%-928.3pp | 373.66%-365.2pp |
| Employer contribution / active EE | $5,252 | $3,260+61.1% | $2,723+92.9% | $4,754+10.5% |
| Participant deferral / active EE | $10,000 | $5,224+91.4% | $4,443+125.1% | $6,712+49.0% |
| Admin fee / account holder | $28,588 | $6,603+333.0% | $5,381+431.3% | $11,409+150.6% |