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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 | $645,887 | $183,516+252.0% | $155,534+315.3% | $145,884+342.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 5.87% | 61.43%-55.6pp | 64.92%-59.0pp | 551.85%-546.0pp |
| Employer contribution / active EE | $25,635 | $5,315+382.3% | $4,675+448.4% | $4,662+449.8% |
| Participant deferral / active EE | $5,030 | $6,467-22.2% | $5,630-10.7% | $6,690-24.8% |
| Admin fee / account holder | $3,816 | $19,293-80.2% | $15,900-76.0% | $13,392-71.5% |