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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 | $431,560 | $202,342+113.3% | $172,753+149.8% | $152,909+182.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 7.08% | 1029.88%-1022.8pp | 803.00%-795.9pp | 345.46%-338.4pp |
| Employer contribution / active EE | $7,902 | $5,857+34.9% | $5,144+53.6% | $4,764+65.9% |
| Participant deferral / active EE | $3,188 | $5,948-46.4% | $5,198-38.7% | $5,851-45.5% |
| Admin fee / account holder | $29,544 | $17,112+72.7% | $13,956+111.7% | $11,601+154.7% |