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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 | $648,767 | $208,088+211.8% | $186,193+248.4% | $154,746+319.2% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 1.67% | 89.97%-88.3pp | 78.03%-76.4pp | 172.34%-170.7pp |
| Employer contribution / active EE | $850 | $4,340-80.4% | $3,918-78.3% | $4,379-80.6% |
| Participant deferral / active EE | $0 | $7,078-100.0% | $6,513-100.0% | $6,730-100.0% |
| Admin fee / account holder | $29,052 | $11,698+148.3% | $11,058+162.7% | $14,365+102.2% |