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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 | $426,711 | $160,028+166.6% | $147,080+190.1% | $145,884+192.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 3.64% | 98.60%-95.0pp | 420.17%-416.5pp | 551.85%-548.2pp |
| Employer contribution / active EE | $69,000 | $5,286+1205.4% | $4,933+1298.7% | $4,662+1380.0% |
| Participant deferral / active EE | $0 | $8,422-100.0% | $8,066-100.0% | $6,690-100.0% |
| Admin fee / account holder | $15,094 | $15,030+0.4% | $12,989+16.2% | $13,392+12.7% |