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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 | $565,719 | $209,888+169.5% | $189,545+198.5% | $167,553+237.6% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 8.35% | 748.66%-740.3pp | 555.36%-547.0pp | 478.89%-470.5pp |
| Employer contribution / active EE | $5,294 | $6,915-23.4% | $6,162-14.1% | $4,840+9.4% |
| Participant deferral / active EE | $10,581 | $8,934+18.4% | $8,220+28.7% | $6,343+66.8% |
| Admin fee / account holder | $6,675 | $14,300-53.3% | $12,049-44.6% | $12,316-45.8% |