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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 | $2,502,376 | $159,978+1464.2% | $147,041+1601.8% | $145,978+1614.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.34% | 98.36%-89.0pp | 419.21%-409.9pp | 550.52%-541.2pp |
| Employer contribution / active EE | $7,085 | $5,288+34.0% | $4,935+43.6% | $4,662+52.0% |
| Participant deferral / active EE | $32,404 | $8,429+284.4% | $8,071+301.5% | $6,690+384.4% |
| Admin fee / account holder | $556,324 | $15,053+3595.7% | $13,006+4177.4% | $13,400+4051.6% |