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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 | $406,849 | $176,105+131.0% | $159,474+155.1% | $167,536+142.8% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 9.60% | 331.91%-322.3pp | 263.68%-254.1pp | 478.82%-469.2pp |
| Employer contribution / active EE | $3,576 | $5,299-32.5% | $4,831-26.0% | $4,839-26.1% |
| Participant deferral / active EE | $14,449 | $7,751+86.4% | $7,353+96.5% | $6,342+127.8% |
| Admin fee / account holder | $56,832 | $12,559+352.5% | $10,802+426.1% | $12,315+361.5% |