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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 | $890,144 | $129,737+586.1% | $119,126+647.2% | $154,746+475.2% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 6.38% | 379.08%-372.7pp | 282.11%-275.7pp | 172.34%-166.0pp |
| Employer contribution / active EE | $37,102 | $4,375+748.1% | $4,034+819.8% | $4,379+747.3% |
| Participant deferral / active EE | $0 | $5,842-100.0% | $5,318-100.0% | $6,730-100.0% |
| Admin fee / account holder | $33,588 | $11,961+180.8% | $10,693+214.1% | $14,365+133.8% |