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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 | $497,610 | $160,070+210.9% | $147,117+238.2% | $145,897+241.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 6.62% | 98.69%-92.1pp | 420.54%-413.9pp | 552.29%-545.7pp |
| Employer contribution / active EE | $8,160 | $5,285+54.4% | $4,932+65.4% | $4,663+75.0% |
| Participant deferral / active EE | $22,917 | $8,419+172.2% | $8,065+184.2% | $6,689+242.6% |
| Admin fee / account holder | $4,333 | $15,035-71.2% | $12,993-66.6% | $13,390-67.6% |