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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 | $618,963 | $72,071+758.8% | $68,368+805.3% | $137,256+351.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 5.01% | 353.14%-348.1pp | 292.57%-287.6pp | 220.34%-215.3pp |
| Employer contribution / active EE | $36,672 | $2,788+1215.4% | $2,649+1284.4% | $4,156+782.4% |
| Participant deferral / active EE | $21,665 | $4,410+391.3% | $4,123+425.5% | $6,407+238.2% |
| Admin fee / account holder | $22,790 | $5,336+327.1% | $5,150+342.5% | $12,270+85.7% |