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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 | $1,569,730 | $209,425+649.5% | $178,499+779.4% | $158,966+887.5% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 3.33% | 188.80%-185.5pp | 151.10%-147.8pp | 302.95%-299.6pp |
| Employer contribution / active EE | $33,222 | $5,707+482.1% | $5,011+562.9% | $4,762+597.6% |
| Participant deferral / active EE | $0 | $5,955-100.0% | $5,202-100.0% | $5,983-100.0% |
| Admin fee / account holder | $950 | $17,078-94.4% | $13,986-93.2% | $11,250-91.6% |