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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 | $685,060 | $68,097+906.0% | $62,929+988.6% | $137,256+399.1% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 8.06% | 1859.11%-1851.1pp | 1063.93%-1055.9pp | 220.34%-212.3pp |
| Employer contribution / active EE | $9,314 | $2,811+231.3% | $2,505+271.9% | $4,156+124.1% |
| Participant deferral / active EE | $2,145 | $4,553-52.9% | $3,888-44.8% | $6,407-66.5% |
| Admin fee / account holder | $63,110 | $6,521+867.7% | $5,065+1146.1% | $12,270+414.3% |