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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 | $1,045,020 | $263,064+297.2% | $535,792+95.0% | $263,064+297.2% |
| Participation rate | 100.0% | 95.8%+4.2pp | 100.0%0pp | 95.8%+4.2pp |
| Annual return | -3.62% | -1.59%-2.0pp | -4.05%+0.4pp | -1.59%-2.0pp |
| Employer contribution / active EE | $19,000 | $33,160-42.7% | $23,870-20.4% | $33,160-42.7% |
| Participant deferral / active EE | $24,000 | $7,831+206.5% | $8,000+200.0% | $7,831+206.5% |
| Admin fee / account holder | $46,070 | $9,535+383.2% | $23,039+100.0% | $9,535+383.2% |