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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 | $425,907 | $99,011+330.2% | $86,582+391.9% | $147,586+188.6% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 8.35% | 1312.75%-1304.4pp | 965.08%-956.7pp | 578.59%-570.2pp |
| Employer contribution / active EE | $5,171 | $3,132+65.1% | $2,839+82.1% | $4,876+6.0% |
| Participant deferral / active EE | $10,238 | $3,972+157.7% | $3,609+183.7% | $5,439+88.2% |
| Admin fee / account holder | $73,850 | $5,709+1193.6% | $4,904+1405.9% | $10,886+578.4% |