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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 | $775,447 | $103,008+652.8% | $90,304+758.7% | $152,897+407.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 6.79% | 95.22%-88.4pp | 78.13%-71.3pp | 345.43%-338.6pp |
| Employer contribution / active EE | $42,332 | $3,139+1248.4% | $2,855+1382.8% | $4,764+788.7% |
| Participant deferral / active EE | $0 | $4,281-100.0% | $3,885-100.0% | $5,851-100.0% |
| Admin fee / account holder | $527 | $6,175-91.5% | $5,354-90.2% | $11,599-95.5% |