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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 | $588,760 | $175,231+236.0% | $149,696+293.3% | $139,466+322.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 8.90% | 166.77%-157.9pp | 134.46%-125.6pp | 373.66%-364.8pp |
| Employer contribution / active EE | $2,186 | $5,478-60.1% | $4,821-54.6% | $4,754-54.0% |
| Participant deferral / active EE | $0 | $6,521-100.0% | $5,682-100.0% | $6,712-100.0% |
| Admin fee / account holder | $69,308 | $16,155+329.0% | $13,212+424.6% | $11,409+507.5% |