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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 | $1,697,112 | $102,595+1554.2% | $94,057+1704.3% | $154,746+996.7% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 4.48% | 583.42%-578.9pp | 480.62%-476.1pp | 172.34%-167.9pp |
| Employer contribution / active EE | $46,500 | $3,147+1377.5% | $2,933+1485.4% | $4,379+961.9% |
| Participant deferral / active EE | $26,730 | $5,118+422.3% | $4,709+467.6% | $6,730+297.2% |
| Admin fee / account holder | $7,095 | $7,736-8.3% | $7,244-2.1% | $14,365-50.6% |