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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 | $475,726 | $68,097+598.6% | $62,929+656.0% | $137,256+246.6% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 10.98% | 1859.11%-1848.1pp | 1063.93%-1052.9pp | 220.34%-209.4pp |
| Employer contribution / active EE | $16,396 | $2,811+483.3% | $2,505+554.6% | $4,156+294.5% |
| Participant deferral / active EE | $21,834 | $4,553+379.6% | $3,888+461.5% | $6,407+240.8% |
| Admin fee / account holder | $65,192 | $6,521+899.7% | $5,065+1187.2% | $12,270+431.3% |