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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 | $402,574 | $202,345+99.0% | $172,755+133.0% | $152,885+163.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 4.29% | 1029.77%-1025.5pp | 802.94%-798.6pp | 345.39%-341.1pp |
| Employer contribution / active EE | $13,361 | $5,858+128.1% | $5,144+159.7% | $4,763+180.5% |
| Participant deferral / active EE | $13,791 | $5,948+131.9% | $5,198+165.3% | $5,851+135.7% |
| Admin fee / account holder | $13,716 | $17,111-19.8% | $13,955-1.7% | $11,598+18.3% |