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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 | $2,946,503 | $176,105+1573.1% | $159,474+1747.6% | $167,536+1658.7% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 0.97% | 331.91%-330.9pp | 263.68%-262.7pp | 478.82%-477.8pp |
| Employer contribution / active EE | $4,400 | $5,299-17.0% | $4,831-8.9% | $4,839-9.1% |
| Participant deferral / active EE | $26,000 | $7,751+235.4% | $7,353+253.6% | $6,342+309.9% |
| Admin fee / account holder | $115,947 | $12,559+823.2% | $10,802+973.3% | $12,315+841.5% |