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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 | $854,404 | $118,680+619.9% | $98,910+763.8% | $158,931+437.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 3.18% | 372.35%-369.2pp | 196.44%-193.3pp | 302.86%-299.7pp |
| Employer contribution / active EE | $7,500 | $3,333+125.0% | $2,689+178.9% | $4,761+57.5% |
| Participant deferral / active EE | $13,500 | $5,088+165.3% | $4,244+218.1% | $5,982+125.7% |
| Admin fee / account holder | $6,337 | $10,131-37.4% | $6,642-4.6% | $11,247-43.7% |