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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 | $501,684 | $160,028+213.5% | $147,080+241.1% | $145,884+243.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 4.94% | 98.60%-93.7pp | 420.17%-415.2pp | 551.85%-546.9pp |
| Employer contribution / active EE | $13,200 | $5,286+149.7% | $4,933+167.6% | $4,662+183.1% |
| Participant deferral / active EE | $3,200 | $8,422-62.0% | $8,066-60.3% | $6,690-52.2% |
| Admin fee / account holder | $986 | $15,030-93.4% | $12,989-92.4% | $13,392-92.6% |