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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 | $643,112 | $171,272+275.5% | $127,803+403.2% | $152,897+320.6% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.0%+21.0pp | 82.5%+17.5pp |
| Annual return | 5.61% | 23.54%-17.9pp | 26.14%-20.5pp | 345.43%-339.8pp |
| Employer contribution / active EE | $16,127 | $5,451+195.8% | $4,576+252.5% | $4,764+238.6% |
| Participant deferral / active EE | $0 | $7,043-100.0% | $6,023-100.0% | $5,851-100.0% |
| Admin fee / account holder | $20,170 | $14,540+38.7% | $9,399+114.6% | $11,599+73.9% |