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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 | $539,420 | $106,008+408.8% | $92,240+484.8% | $147,586+265.5% |
| Participation rate | 75.0% | 80.4%-5.4pp | 76.5%-1.5pp | 82.8%-7.8pp |
| Annual return | 7.71% | 50.05%-42.3pp | 176.29%-168.6pp | 578.59%-570.9pp |
| Employer contribution / active EE | $12,500 | $4,333+188.5% | $3,680+239.7% | $4,876+156.3% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $28,893 | $6,333+356.2% | $5,194+456.3% | $10,886+165.4% |