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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 | $271,307 | $88,778+205.6% | $81,844+231.5% | $145,884+86.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 7.22% | 1033.03%-1025.8pp | 778.87%-771.7pp | 551.85%-544.6pp |
| Employer contribution / active EE | $6,504 | $3,087+110.7% | $2,916+123.0% | $4,662+39.5% |
| Participant deferral / active EE | $10,824 | $4,648+132.9% | $4,323+150.4% | $6,690+61.8% |
| Admin fee / account holder | $21,214 | $8,430+151.6% | $7,355+188.4% | $13,392+58.4% |