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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 | $460,073 | $180,749+154.5% | $160,784+186.1% | $137,256+235.2% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 9.74% | 2234.46%-2224.7pp | 1803.92%-1794.2pp | 220.34%-210.6pp |
| Employer contribution / active EE | $5,000 | $4,155+20.3% | $3,733+33.9% | $4,156+20.3% |
| Participant deferral / active EE | $6,000 | $6,844-12.3% | $6,293-4.7% | $6,407-6.3% |
| Admin fee / account holder | $1,831 | $10,397-82.4% | $9,717-81.2% | $12,270-85.1% |