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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 | $446,339 | $112,131+298.1% | $95,964+365.1% | $158,982+180.7% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 1.28% | 171.19%-169.9pp | 91.64%-90.4pp | 302.99%-301.7pp |
| Employer contribution / active EE | $20,963 | $3,199+555.3% | $2,541+724.9% | $4,763+340.1% |
| Participant deferral / active EE | $0 | $4,784-100.0% | $4,167-100.0% | $5,983-100.0% |
| Admin fee / account holder | $12,447 | $10,136+22.8% | $6,797+83.1% | $11,252+10.6% |