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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 | $386,302 | $102,663+276.3% | $86,216+348.1% | $139,466+177.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 5.32% | 1924.52%-1919.2pp | 1169.42%-1164.1pp | 373.66%-368.3pp |
| Employer contribution / active EE | $9,375 | $3,035+208.9% | $2,382+293.7% | $4,754+97.2% |
| Participant deferral / active EE | $0 | $4,677-100.0% | $3,986-100.0% | $6,712-100.0% |
| Admin fee / account holder | $13,126 | $8,663+51.5% | $6,853+91.5% | $11,409+15.1% |