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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 | $449,032 | $144,130+211.5% | $117,861+281.0% | $147,586+204.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 6.07% | 531.20%-525.1pp | 335.11%-329.0pp | 578.59%-572.5pp |
| Employer contribution / active EE | $20,000 | $4,897+308.4% | $3,786+428.2% | $4,876+310.1% |
| Participant deferral / active EE | $0 | $5,316-100.0% | $4,482-100.0% | $5,439-100.0% |
| Admin fee / account holder | $10,065 | $10,887-7.6% | $8,021+25.5% | $10,886-7.5% |