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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 | $592,854 | $180,749+228.0% | $160,784+268.7% | $137,256+331.9% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 8.40% | 2234.46%-2226.1pp | 1803.92%-1795.5pp | 220.34%-211.9pp |
| Employer contribution / active EE | $19,862 | $4,155+378.0% | $3,733+432.1% | $4,156+377.9% |
| Participant deferral / active EE | $0 | $6,844-100.0% | $6,293-100.0% | $6,407-100.0% |
| Admin fee / account holder | $27,537 | $10,397+164.9% | $9,717+183.4% | $12,270+124.4% |