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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 | $873,468 | $160,028+445.8% | $147,080+493.9% | $145,884+498.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 8.18% | 98.60%-90.4pp | 420.17%-412.0pp | 551.85%-543.7pp |
| Employer contribution / active EE | $7,322 | $5,286+38.5% | $4,933+48.4% | $4,662+57.1% |
| Participant deferral / active EE | $0 | $8,422-100.0% | $8,066-100.0% | $6,690-100.0% |
| Admin fee / account holder | $29,397 | $15,030+95.6% | $12,989+126.3% | $13,392+119.5% |