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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 | $667,419 | $159,978+317.2% | $147,041+353.9% | $145,978+357.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 7.72% | 98.36%-90.6pp | 419.21%-411.5pp | 550.52%-542.8pp |
| Employer contribution / active EE | $19,169 | $5,288+262.5% | $4,935+288.4% | $4,662+311.2% |
| Participant deferral / active EE | $16,550 | $8,429+96.4% | $8,071+105.1% | $6,690+147.4% |
| Admin fee / account holder | $7,341 | $15,053-51.2% | $13,006-43.6% | $13,400-45.2% |