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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 | $753,133 | $197,637+281.1% | $177,848+323.5% | $158,982+373.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 0.20% | 58.77%-58.6pp | 48.33%-48.1pp | 302.99%-302.8pp |
| Employer contribution / active EE | $37,000 | $6,698+452.4% | $5,919+525.1% | $4,763+676.9% |
| Participant deferral / active EE | $25,000 | $8,405+197.4% | $7,714+224.1% | $5,983+317.8% |
| Admin fee / account holder | $2,822 | $15,406-81.7% | $12,431-77.3% | $11,252-74.9% |