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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 | $5,050,446 | $148,629+3298.0% | $135,982+3614.1% | $139,487+3520.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 2.13% | 79.33%-77.2pp | 68.32%-66.2pp | 373.84%-371.7pp |
| Employer contribution / active EE | $73,502 | $5,247+1301.0% | $4,859+1412.7% | $4,755+1445.9% |
| Participant deferral / active EE | $0 | $8,102-100.0% | $7,760-100.0% | $6,713-100.0% |
| Admin fee / account holder | $235,000 | $12,406+1794.2% | $10,767+2082.5% | $11,407+1960.1% |