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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 | $868,188 | $157,296+451.9% | $141,191+514.9% | $152,897+467.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 5.27% | 64.34%-59.1pp | 71.41%-66.1pp | 345.43%-340.2pp |
| Employer contribution / active EE | $37,000 | $5,262+603.1% | $4,736+681.3% | $4,764+676.7% |
| Participant deferral / active EE | $29,000 | $7,111+307.8% | $6,710+332.2% | $5,851+395.6% |
| Admin fee / account holder | $105,834 | $12,125+772.9% | $10,264+931.1% | $11,599+812.4% |