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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 | $3,839,494 | $234,190+1539.5% | $180,320+2029.3% | $198,609+1833.2% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.5%+28.5pp | 82.4%+17.6pp |
| Annual return | 0.37% | 1057.44%-1057.1pp | 778.54%-778.2pp | 202.70%-202.3pp |
| Employer contribution / active EE | $60,000 | $5,258+1041.2% | $4,108+1360.7% | $5,055+1086.9% |
| Participant deferral / active EE | $0 | $4,988-100.0% | $4,304-100.0% | $6,977-100.0% |
| Admin fee / account holder | $124,251 | $12,558+889.4% | $10,000+1142.5% | $19,030+552.9% |