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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 | $1,504,631 | $202,345+643.6% | $172,755+771.0% | $152,885+884.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 4.24% | 1029.77%-1025.5pp | 802.94%-798.7pp | 345.39%-341.1pp |
| Employer contribution / active EE | $18,370 | $5,858+213.6% | $5,144+257.1% | $4,763+285.7% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $84,861 | $17,111+396.0% | $13,955+508.1% | $11,598+631.7% |