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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 | $794,970 | $160,070+396.6% | $147,117+440.4% | $145,897+444.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 7.04% | 98.69%-91.6pp | 420.54%-413.5pp | 552.29%-545.2pp |
| Employer contribution / active EE | $31,703 | $5,285+499.9% | $4,932+542.7% | $4,663+579.9% |
| Participant deferral / active EE | $20,333 | $8,419+141.5% | $8,065+152.1% | $6,689+204.0% |
| Admin fee / account holder | $8,110 | $15,035-46.1% | $12,993-37.6% | $13,390-39.4% |