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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 | $134,817+560.3% | $123,973+618.0% | $155,188+473.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 6.38% | 515.49%-509.1pp | 388.13%-381.7pp | 148.84%-142.5pp |
| Employer contribution / active EE | $37,102 | $4,425+738.4% | $4,126+799.3% | $4,248+773.4% |
| Participant deferral / active EE | $0 | $5,706-100.0% | $5,247-100.0% | $6,531-100.0% |
| Admin fee / account holder | $33,588 | $13,245+153.6% | $11,799+184.7% | $14,480+132.0% |