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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 | $737,331 | $88,710+731.2% | $81,783+801.6% | $145,959+405.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 7.12% | 1027.26%-1020.1pp | 775.05%-767.9pp | 561.95%-554.8pp |
| Employer contribution / active EE | $9,032 | $3,083+192.9% | $2,913+210.1% | $4,661+93.8% |
| Participant deferral / active EE | $0 | $4,645-100.0% | $4,320-100.0% | $6,689-100.0% |
| Admin fee / account holder | $33,663 | $8,407+300.4% | $7,380+356.1% | $13,398+151.3% |