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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 | $528,209 | $70,366+650.7% | $66,674+692.2% | $138,895+280.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 8.73% | 386.41%-377.7pp | 321.24%-312.5pp | 145.39%-136.7pp |
| Employer contribution / active EE | $6,791 | $2,765+145.6% | $2,620+159.2% | $4,194+61.9% |
| Participant deferral / active EE | $31,000 | $4,374+608.7% | $4,084+659.1% | $6,396+384.7% |
| Admin fee / account holder | $2,000 | $5,262-62.0% | $5,098-60.8% | $12,562-84.1% |