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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 | $1,201,857 | $160,040+651.0% | $147,096+717.1% | $145,877+723.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.10% | 98.49%-89.4pp | 419.75%-410.7pp | 551.28%-542.2pp |
| Employer contribution / active EE | $7,371 | $5,289+39.3% | $4,936+49.3% | $4,663+58.1% |
| Participant deferral / active EE | $24,672 | $8,429+192.7% | $8,071+205.7% | $6,691+268.8% |
| Admin fee / account holder | $323,410 | $15,050+2048.9% | $13,005+2386.8% | $13,402+2313.1% |