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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 | $961,794 | $175,259+448.8% | $149,723+542.4% | $139,487+589.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 6.50% | 166.82%-160.3pp | 134.50%-128.0pp | 373.84%-367.3pp |
| Employer contribution / active EE | $37,097 | $5,478+577.2% | $4,821+669.4% | $4,755+680.2% |
| Participant deferral / active EE | $0 | $6,522-100.0% | $5,682-100.0% | $6,713-100.0% |
| Admin fee / account holder | $25,264 | $16,158+56.4% | $13,215+91.2% | $11,407+121.5% |