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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 | $397,706 | $176,105+125.8% | $159,474+149.4% | $167,536+137.4% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 8.82% | 331.91%-323.1pp | 263.68%-254.9pp | 478.82%-470.0pp |
| Employer contribution / active EE | $5,363 | $5,299+1.2% | $4,831+11.0% | $4,839+10.8% |
| Participant deferral / active EE | $12,979 | $7,751+67.4% | $7,353+76.5% | $6,342+104.6% |
| Admin fee / account holder | $69,259 | $12,559+451.5% | $10,802+541.1% | $12,315+462.4% |