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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 | $385,886 | $160,028+141.1% | $147,080+162.4% | $145,884+164.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 5.47% | 98.60%-93.1pp | 420.17%-414.7pp | 551.85%-546.4pp |
| Employer contribution / active EE | $11,882 | $5,286+124.8% | $4,933+140.8% | $4,662+154.9% |
| Participant deferral / active EE | $0 | $8,422-100.0% | $8,066-100.0% | $6,690-100.0% |
| Admin fee / account holder | $14,494 | $15,030-3.6% | $12,989+11.6% | $13,392+8.2% |