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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 | $838,057 | $110,410+659.0% | $102,437+718.1% | $145,897+474.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 8.88% | 24.85%-16.0pp | 24.95%-16.1pp | 552.29%-543.4pp |
| Employer contribution / active EE | $2,500 | $4,217-40.7% | $3,871-35.4% | $4,663-46.4% |
| Participant deferral / active EE | $0 | $5,622-100.0% | $5,060-100.0% | $6,689-100.0% |
| Admin fee / account holder | $7,709 | $9,745-20.9% | $8,388-8.1% | $13,390-42.4% |