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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 | $1,742,365 | $228,317+663.1% | $185,808+837.7% | $158,931+996.3% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 4.26% | 40.81%-36.5pp | 35.95%-31.7pp | 302.86%-298.6pp |
| Employer contribution / active EE | $57,000 | $4,964+1048.2% | $4,086+1295.1% | $4,761+1097.1% |
| Participant deferral / active EE | $0 | $6,415-100.0% | $5,632-100.0% | $5,982-100.0% |
| Admin fee / account holder | $1,888 | $11,865-84.1% | $9,501-80.1% | $11,247-83.2% |