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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 | $436,014 | $132,634+228.7% | $115,768+276.6% | $137,256+217.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 5.01% | 160.70%-155.7pp | 100.46%-95.5pp | 220.34%-215.3pp |
| Employer contribution / active EE | $70,000 | $3,360+1983.6% | $2,940+2281.1% | $4,156+1584.3% |
| Participant deferral / active EE | $12,653 | $5,619+125.2% | $4,917+157.3% | $6,407+97.5% |
| Admin fee / account holder | $2,049 | $15,028-86.4% | $12,439-83.5% | $12,270-83.3% |