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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 | $1,134,936 | $150,447+654.4% | $136,298+732.7% | $147,586+669.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 0.03% | 1049.15%-1049.1pp | 5156.27%-5156.2pp | 578.59%-578.6pp |
| Employer contribution / active EE | $18,136 | $5,256+245.0% | $4,696+286.2% | $4,876+271.9% |
| Participant deferral / active EE | $9,060 | $6,631+36.6% | $6,247+45.0% | $5,439+66.6% |
| Admin fee / account holder | $16,667 | $10,906+52.8% | $9,244+80.3% | $10,886+53.1% |