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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 | $795,305 | $160,040+396.9% | $147,096+440.7% | $145,877+445.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 6.27% | 98.49%-92.2pp | 419.75%-413.5pp | 551.28%-545.0pp |
| Employer contribution / active EE | $9,877 | $5,289+86.7% | $4,936+100.1% | $4,663+111.8% |
| Participant deferral / active EE | $0 | $8,429-100.0% | $8,071-100.0% | $6,691-100.0% |
| Admin fee / account holder | $57,055 | $15,050+279.1% | $13,005+338.7% | $13,402+325.7% |