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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 | $364,335 | $150,447+142.2% | $136,298+167.3% | $147,586+146.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 4.66% | 1049.15%-1044.5pp | 5156.27%-5151.6pp | 578.59%-573.9pp |
| Employer contribution / active EE | $30,000 | $5,256+470.7% | $4,696+538.9% | $4,876+515.2% |
| Participant deferral / active EE | $0 | $6,631-100.0% | $6,247-100.0% | $5,439-100.0% |
| Admin fee / account holder | $410 | $10,906-96.2% | $9,244-95.6% | $10,886-96.2% |