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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 | $674,052 | $121,701+453.9% | $104,639+544.2% | $158,982+324.0% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 3.18% | 465.72%-462.5pp | 340.67%-337.5pp | 302.99%-299.8pp |
| Employer contribution / active EE | $21,000 | $3,165+563.4% | $2,682+683.1% | $4,763+340.9% |
| Participant deferral / active EE | $0 | $4,176-100.0% | $3,738-100.0% | $5,983-100.0% |
| Admin fee / account holder | $25,251 | $7,778+224.7% | $6,465+290.6% | $11,252+124.4% |