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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 | $801,049 | $202,342+295.9% | $172,752+363.7% | $152,897+423.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 7.65% | 1029.83%-1022.2pp | 802.97%-795.3pp | 345.43%-337.8pp |
| Employer contribution / active EE | $26,714 | $5,858+356.0% | $5,144+419.3% | $4,764+460.8% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $26,684 | $17,111+55.9% | $13,955+91.2% | $11,599+130.0% |