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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 | $1,007,325 | $110,830+808.9% | $86,625+1062.9% | $167,553+501.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 71.6%+28.4pp | 82.1%+17.9pp |
| Annual return | 6.48% | 116.99%-110.5pp | 63.52%-57.0pp | 478.89%-472.4pp |
| Employer contribution / active EE | $58,000 | $3,245+1687.2% | $2,496+2223.9% | $4,840+1098.4% |
| Participant deferral / active EE | $3,250 | $4,548-28.5% | $3,700-12.2% | $6,343-48.8% |
| Admin fee / account holder | $11,477 | $8,420+36.3% | $5,830+96.9% | $12,316-6.8% |