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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 | $291,280 | $150,447+93.6% | $136,298+113.7% | $147,586+97.4% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 9.52% | 1049.15%-1039.6pp | 5156.27%-5146.8pp | 578.59%-569.1pp |
| Employer contribution / active EE | $2,902 | $5,256-44.8% | $4,696-38.2% | $4,876-40.5% |
| Participant deferral / active EE | $3,627 | $6,631-45.3% | $6,247-41.9% | $5,439-33.3% |
| Admin fee / account holder | $7,237 | $10,906-33.6% | $9,244-21.7% | $10,886-33.5% |