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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 | $1,903,582 | $162,821+1069.1% | $133,978+1320.8% | $158,982+1097.4% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | -0.79% | 41.95%-42.7pp | 45.10%-45.9pp | 302.99%-303.8pp |
| Employer contribution / active EE | $37,898 | $4,976+661.6% | $3,919+867.1% | $4,763+695.7% |
| Participant deferral / active EE | $0 | $5,910-100.0% | $5,047-100.0% | $5,983-100.0% |
| Admin fee / account holder | $47,176 | $11,742+301.8% | $8,930+428.3% | $11,252+319.3% |