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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 | $945,977 | $99,017+855.4% | $86,587+992.5% | $147,585+541.0% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 8.62% | 1312.37%-1303.8pp | 964.86%-956.2pp | 578.56%-569.9pp |
| Employer contribution / active EE | $18,527 | $3,132+491.6% | $2,839+552.5% | $4,876+279.9% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $3,609-100.0% | $5,439-100.0% |
| Admin fee / account holder | $23,046 | $5,710+303.6% | $4,906+369.8% | $10,885+111.7% |