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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 | $1,502,074 | $226,090+564.4% | $182,531+722.9% | $152,885+882.5% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 7.03% | 192.57%-185.5pp | 148.57%-141.5pp | 345.39%-338.4pp |
| Employer contribution / active EE | $56,000 | $4,978+1025.0% | $4,075+1274.1% | $4,763+1075.7% |
| Participant deferral / active EE | $0 | $6,369-100.0% | $5,525-100.0% | $5,851-100.0% |
| Admin fee / account holder | $47,360 | $10,705+342.4% | $8,593+451.2% | $11,598+308.3% |