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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 | $256,449 | $150,446+70.5% | $136,297+88.2% | $147,585+73.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 9.69% | 1049.14%-1039.5pp | 5156.19%-5146.5pp | 578.58%-568.9pp |
| Employer contribution / active EE | $1,571 | $5,256-70.1% | $4,696-66.5% | $4,876-67.8% |
| Participant deferral / active EE | $8,620 | $6,631+30.0% | $6,247+38.0% | $5,439+58.5% |
| Admin fee / account holder | $1,570 | $10,906-85.6% | $9,244-83.0% | $10,886-85.6% |