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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 | $149,040+2476.2% | $120,225+3093.6% | $137,256+2697.3% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 0.37% | 605.68%-605.3pp | 439.23%-438.9pp | 220.34%-220.0pp |
| Employer contribution / active EE | $60,000 | $4,350+1279.2% | $3,475+1626.4% | $4,156+1343.7% |
| Participant deferral / active EE | $0 | $4,655-100.0% | $3,999-100.0% | $6,407-100.0% |
| Admin fee / account holder | $124,251 | $6,348+1857.4% | $5,696+2081.3% | $12,270+912.6% |