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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 | $598,933 | $166,131+260.5% | $164,975+263.0% | $145,877+310.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 8.08% | 100.37%-92.3pp | 70.12%-62.0pp | 551.28%-543.2pp |
| Employer contribution / active EE | $20,027 | $5,276+279.6% | $4,343+361.2% | $4,663+329.5% |
| Participant deferral / active EE | $0 | $6,962-100.0% | $6,033-100.0% | $6,691-100.0% |
| Admin fee / account holder | $19,136 | $16,648+14.9% | $12,688+50.8% | $13,402+42.8% |