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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 | $650,516 | $209,422+210.6% | $178,503+264.4% | $158,982+309.2% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | -1.93% | 188.81%-190.7pp | 151.12%-153.0pp | 302.99%-304.9pp |
| Employer contribution / active EE | $3,907 | $5,707-31.5% | $5,011-22.0% | $4,763-18.0% |
| Participant deferral / active EE | $9,491 | $5,955+59.4% | $5,202+82.4% | $5,983+58.6% |
| Admin fee / account holder | $53,956 | $17,079+215.9% | $13,987+285.8% | $11,252+379.5% |