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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 | $982,181 | $209,422+369.0% | $178,503+450.2% | $158,982+517.8% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 5.54% | 188.81%-183.3pp | 151.12%-145.6pp | 302.99%-297.4pp |
| Employer contribution / active EE | $1,542 | $5,707-73.0% | $5,011-69.2% | $4,763-67.6% |
| Participant deferral / active EE | $0 | $5,955-100.0% | $5,202-100.0% | $5,983-100.0% |
| Admin fee / account holder | $26,811 | $17,079+57.0% | $13,987+91.7% | $11,252+138.3% |