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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 | $965,364 | $180,749+434.1% | $160,784+500.4% | $137,256+603.3% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 10.21% | 2234.46%-2224.3pp | 1803.92%-1793.7pp | 220.34%-210.1pp |
| Employer contribution / active EE | $22,703 | $4,155+446.4% | $3,733+508.2% | $4,156+446.3% |
| Participant deferral / active EE | $0 | $6,844-100.0% | $6,293-100.0% | $6,407-100.0% |
| Admin fee / account holder | $36,571 | $10,397+251.8% | $9,717+276.4% | $12,270+198.0% |