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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 | $348,158 | $209,874+65.9% | $189,537+83.7% | $167,536+107.8% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 0.42% | 748.61%-748.2pp | 555.34%-554.9pp | 478.82%-478.4pp |
| Employer contribution / active EE | $2,240 | $6,913-67.6% | $6,161-63.6% | $4,839-53.7% |
| Participant deferral / active EE | $26,000 | $8,934+191.0% | $8,220+216.3% | $6,342+309.9% |
| Admin fee / account holder | $5,425 | $14,299-62.1% | $12,048-55.0% | $12,315-55.9% |