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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 | $738,445 | $159,978+361.6% | $147,041+402.2% | $145,978+405.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 8.85% | 98.36%-89.5pp | 419.21%-410.4pp | 550.52%-541.7pp |
| Employer contribution / active EE | $1,802 | $5,288-65.9% | $4,935-63.5% | $4,662-61.3% |
| Participant deferral / active EE | $15,921 | $8,429+88.9% | $8,071+97.3% | $6,690+138.0% |
| Admin fee / account holder | $16,531 | $15,053+9.8% | $13,006+27.1% | $13,400+23.4% |