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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 | $638,985 | $160,070+299.2% | $147,117+334.3% | $145,897+338.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 6.12% | 98.69%-92.6pp | 420.54%-414.4pp | 552.29%-546.2pp |
| Employer contribution / active EE | $2,864 | $5,285-45.8% | $4,932-41.9% | $4,663-38.6% |
| Participant deferral / active EE | $19,287 | $8,419+129.1% | $8,065+139.2% | $6,689+188.3% |
| Admin fee / account holder | $540 | $15,035-96.4% | $12,993-95.8% | $13,390-96.0% |