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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 | $644,806 | $202,342+218.7% | $172,753+273.3% | $152,909+321.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 9.43% | 1029.88%-1020.5pp | 803.00%-793.6pp | 345.46%-336.0pp |
| Employer contribution / active EE | $5,593 | $5,857-4.5% | $5,144+8.7% | $4,764+17.4% |
| Participant deferral / active EE | $7,203 | $5,948+21.1% | $5,198+38.6% | $5,851+23.1% |
| Admin fee / account holder | $37,392 | $17,112+118.5% | $13,956+167.9% | $11,601+222.3% |