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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 | $427,508 | $176,120+142.7% | $159,487+168.1% | $167,553+155.1% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 9.52% | 331.95%-322.4pp | 263.71%-254.2pp | 478.89%-469.4pp |
| Employer contribution / active EE | $26,000 | $5,299+390.6% | $4,831+438.2% | $4,840+437.2% |
| Participant deferral / active EE | $26,000 | $7,752+235.4% | $7,354+253.6% | $6,343+309.9% |
| Admin fee / account holder | $455 | $12,561-96.4% | $10,804-95.8% | $12,316-96.3% |