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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 | $524,018 | $155,555+236.9% | $146,866+256.8% | $155,188+237.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 2.46% | 115.41%-113.0pp | 102.85%-100.4pp | 148.84%-146.4pp |
| Employer contribution / active EE | $14,710 | $4,647+216.6% | $4,425+232.5% | $4,248+246.3% |
| Participant deferral / active EE | $0 | $8,044-100.0% | $7,759-100.0% | $6,531-100.0% |
| Admin fee / account holder | $5,871 | $14,755-60.2% | $13,620-56.9% | $14,480-59.5% |