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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 | $460,161 | $160,070+187.5% | $147,117+212.8% | $145,897+215.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 8.83% | 98.69%-89.9pp | 420.54%-411.7pp | 552.29%-543.5pp |
| Employer contribution / active EE | $10,427 | $5,285+97.3% | $4,932+111.4% | $4,663+123.6% |
| Participant deferral / active EE | $10,327 | $8,419+22.7% | $8,065+28.1% | $6,689+54.4% |
| Admin fee / account holder | $639 | $15,035-95.8% | $12,993-95.1% | $13,390-95.2% |