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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 | $284,836 | $202,342+40.8% | $172,753+64.9% | $152,909+86.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 2.72% | 1029.88%-1027.2pp | 803.00%-800.3pp | 345.46%-342.7pp |
| Employer contribution / active EE | $10,766 | $5,857+83.8% | $5,144+109.3% | $4,764+126.0% |
| Participant deferral / active EE | $12,250 | $5,948+105.9% | $5,198+135.7% | $5,851+109.4% |
| Admin fee / account holder | $1,040 | $17,112-93.9% | $13,956-92.5% | $11,601-91.0% |