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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 | $647,470 | $167,483+286.6% | $115,752+459.4% | $147,586+338.7% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 82.8%+17.2pp |
| Annual return | -5.12% | 12.11%-17.2pp | 19.41%-24.5pp | 578.59%-583.7pp |
| Employer contribution / active EE | $12,500 | $4,960+152.0% | $3,492+257.9% | $4,876+156.3% |
| Participant deferral / active EE | $0 | $7,037-100.0% | $5,204-100.0% | $5,439-100.0% |
| Admin fee / account holder | $27,427 | $13,069+109.9% | $6,278+336.9% | $10,886+152.0% |