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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 | $754,054 | $166,268+353.5% | $165,100+356.7% | $145,897+416.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 6.37% | 100.52%-94.1pp | 70.21%-63.8pp | 552.29%-545.9pp |
| Employer contribution / active EE | $25,424 | $5,284+381.2% | $4,348+484.7% | $4,663+445.3% |
| Participant deferral / active EE | $16,253 | $6,964+133.4% | $6,035+169.3% | $6,689+143.0% |
| Admin fee / account holder | $6,809 | $16,659-59.1% | $12,696-46.4% | $13,390-49.2% |