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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 | $561,848 | $176,786+217.8% | $146,643+283.1% | $167,536+235.4% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 3.76% | 24.04%-20.3pp | 22.75%-19.0pp | 478.82%-475.1pp |
| Employer contribution / active EE | $15,284 | $5,161+196.1% | $4,137+269.5% | $4,839+215.8% |
| Participant deferral / active EE | $0 | $6,440-100.0% | $5,506-100.0% | $6,342-100.0% |
| Admin fee / account holder | $19,687 | $13,262+48.4% | $10,280+91.5% | $12,315+59.9% |