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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 | $599,054 | $113,941+425.8% | $94,229+535.7% | $125,389+377.8% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -4.47% | 5.29%-9.8pp | 10.68%-15.2pp | 282.24%-286.7pp |
| Employer contribution / active EE | $32,500 | $4,727+587.5% | $3,587+806.1% | $4,866+567.9% |
| Participant deferral / active EE | $24,000 | $5,179+363.4% | $4,320+455.5% | $5,352+348.5% |
| Admin fee / account holder | $6,979 | $8,392-16.8% | $6,269+11.3% | $9,541-26.9% |