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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 | $369,839 | $160,070+131.0% | $147,117+151.4% | $145,897+153.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.16% | 98.69%-89.5pp | 420.54%-411.4pp | 552.29%-543.1pp |
| Employer contribution / active EE | $10,658 | $5,285+101.7% | $4,932+116.1% | $4,663+128.6% |
| Participant deferral / active EE | $32,600 | $8,419+287.2% | $8,065+304.2% | $6,689+387.3% |
| Admin fee / account holder | $22,333 | $15,035+48.5% | $12,993+71.9% | $13,390+66.8% |