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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 | $618,051 | $150,447+310.8% | $136,298+353.5% | $147,586+318.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 8.72% | 1049.15%-1040.4pp | 5156.27%-5147.6pp | 578.59%-569.9pp |
| Employer contribution / active EE | $13,333 | $5,256+153.7% | $4,696+184.0% | $4,876+173.4% |
| Participant deferral / active EE | $0 | $6,631-100.0% | $6,247-100.0% | $5,439-100.0% |
| Admin fee / account holder | $26,452 | $10,906+142.5% | $9,244+186.2% | $10,886+143.0% |