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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 | $913,744 | $150,447+507.4% | $136,298+570.4% | $147,586+519.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 8.31% | 1049.15%-1040.8pp | 5156.27%-5148.0pp | 578.59%-570.3pp |
| Employer contribution / active EE | $19,900 | $5,256+278.6% | $4,696+323.8% | $4,876+308.1% |
| Participant deferral / active EE | $12,000 | $6,631+81.0% | $6,247+92.1% | $5,439+120.6% |
| Admin fee / account holder | $52,115 | $10,906+377.8% | $9,244+463.8% | $10,886+378.7% |