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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 | $380,525 | $72,426+425.4% | $67,560+463.2% | $145,897+160.8% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 7.77% | 7226.78%-7219.0pp | 3533.50%-3525.7pp | 552.29%-544.5pp |
| Employer contribution / active EE | $17,388 | $3,074+465.6% | $2,737+535.4% | $4,663+272.9% |
| Participant deferral / active EE | $9,304 | $4,785+94.4% | $4,004+132.4% | $6,689+39.1% |
| Admin fee / account holder | $1,247 | $5,514-77.4% | $3,994-68.8% | $13,390-90.7% |