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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 | $448,028 | $96,691+363.4% | $86,656+417.0% | $139,487+221.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 9.16% | 106.87%-97.7pp | 593.09%-583.9pp | 373.84%-364.7pp |
| Employer contribution / active EE | $6,046 | $3,267+85.1% | $3,025+99.8% | $4,755+27.2% |
| Participant deferral / active EE | $7,505 | $4,838+55.1% | $4,439+69.1% | $6,713+11.8% |
| Admin fee / account holder | $4,770 | $6,414-25.6% | $5,619-15.1% | $11,407-58.2% |