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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 | $364,875 | $150,447+142.5% | $136,298+167.7% | $147,586+147.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 10.14% | 1049.15%-1039.0pp | 5156.27%-5146.1pp | 578.59%-568.5pp |
| Employer contribution / active EE | $24,970 | $5,256+375.0% | $4,696+431.8% | $4,876+412.1% |
| Participant deferral / active EE | $6,000 | $6,631-9.5% | $6,247-4.0% | $5,439+10.3% |
| Admin fee / account holder | $3,265 | $10,906-70.1% | $9,244-64.7% | $10,886-70.0% |