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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 | $399,216 | $160,040+149.4% | $147,096+171.4% | $145,877+173.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.28% | 98.49%-89.2pp | 419.75%-410.5pp | 551.28%-542.0pp |
| Employer contribution / active EE | $14,481 | $5,289+173.8% | $4,936+193.4% | $4,663+210.5% |
| Participant deferral / active EE | $23,543 | $8,429+179.3% | $8,071+191.7% | $6,691+251.9% |
| Admin fee / account holder | $168,322 | $15,050+1018.4% | $13,005+1194.3% | $13,402+1155.9% |