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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 | $632,621 | $103,000+514.2% | $90,300+600.6% | $152,885+313.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 9.34% | 95.19%-85.9pp | 78.11%-68.8pp | 345.39%-336.1pp |
| Employer contribution / active EE | $5,250 | $3,138+67.3% | $2,854+83.9% | $4,763+10.2% |
| Participant deferral / active EE | $0 | $4,281-100.0% | $3,884-100.0% | $5,851-100.0% |
| Admin fee / account holder | $80,316 | $6,173+1201.0% | $5,353+1400.4% | $11,598+592.5% |