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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 | $707,730 | $99,011+614.8% | $86,582+717.4% | $147,586+379.5% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 7.45% | 1312.75%-1305.3pp | 965.08%-957.6pp | 578.59%-571.1pp |
| Employer contribution / active EE | $6,667 | $3,132+112.8% | $2,839+134.8% | $4,876+36.7% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $3,609-100.0% | $5,439-100.0% |
| Admin fee / account holder | $1,026 | $5,709-82.0% | $4,904-79.1% | $10,886-90.6% |