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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 | $676,664 | $96,419+601.8% | $80,648+739.0% | $139,487+385.1% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 5.02% | 1352.86%-1347.8pp | 937.21%-932.2pp | 373.84%-368.8pp |
| Employer contribution / active EE | $18,750 | $3,261+474.9% | $2,724+588.4% | $4,755+294.3% |
| Participant deferral / active EE | $0 | $5,225-100.0% | $4,443-100.0% | $6,713-100.0% |
| Admin fee / account holder | $16,793 | $6,605+154.2% | $5,382+212.0% | $11,407+47.2% |