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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 | $228,395+662.9% | $185,861+837.5% | $158,982+996.0% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 4.26% | 40.82%-36.6pp | 35.96%-31.7pp | 302.99%-298.7pp |
| Employer contribution / active EE | $57,000 | $4,968+1047.4% | $4,088+1294.3% | $4,763+1096.8% |
| Participant deferral / active EE | $0 | $6,417-100.0% | $5,634-100.0% | $5,983-100.0% |
| Admin fee / account holder | $1,888 | $11,869-84.1% | $9,503-80.1% | $11,252-83.2% |