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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 | $636,685 | $226,046+181.7% | $182,508+248.9% | $152,870+316.5% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 1.12% | 192.52%-191.4pp | 148.54%-147.4pp | 345.34%-344.2pp |
| Employer contribution / active EE | $28,604 | $4,977+474.7% | $4,075+602.0% | $4,763+500.6% |
| Participant deferral / active EE | $0 | $6,368-100.0% | $5,525-100.0% | $5,850-100.0% |
| Admin fee / account holder | $19,880 | $10,704+85.7% | $8,592+131.4% | $11,597+71.4% |