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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 | $1,208,552 | $112,131+977.8% | $95,964+1159.4% | $158,982+660.2% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 4.33% | 171.19%-166.9pp | 91.64%-87.3pp | 302.99%-298.7pp |
| Employer contribution / active EE | $29,167 | $3,199+811.7% | $2,541+1047.7% | $4,763+512.4% |
| Participant deferral / active EE | $20,333 | $4,784+325.0% | $4,167+388.0% | $5,983+239.8% |
| Admin fee / account holder | $7,387 | $10,136-27.1% | $6,797+8.7% | $11,252-34.3% |