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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 | $884,803 | $198,457+345.8% | $170,435+419.1% | $147,586+499.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 3.26% | 257.30%-254.0pp | 205.94%-202.7pp | 578.59%-575.3pp |
| Employer contribution / active EE | $18,966 | $6,183+206.7% | $5,432+249.1% | $4,876+288.9% |
| Participant deferral / active EE | $12,000 | $5,629+113.2% | $4,939+142.9% | $5,439+120.6% |
| Admin fee / account holder | $27,411 | $16,852+62.7% | $13,881+97.5% | $10,886+151.8% |