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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 | $368,917 | $165,361+123.1% | $149,715+146.4% | $158,950+132.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 6.57% | 348.24%-341.7pp | 276.66%-270.1pp | 302.91%-296.3pp |
| Employer contribution / active EE | $22,736 | $5,103+345.5% | $4,645+389.5% | $4,762+377.5% |
| Participant deferral / active EE | $0 | $7,182-100.0% | $6,842-100.0% | $5,983-100.0% |
| Admin fee / account holder | $2,629 | $10,808-75.7% | $9,310-71.8% | $11,248-76.6% |