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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 | $494,934 | $132,634+273.2% | $115,768+327.5% | $137,256+260.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 6.06% | 160.70%-154.6pp | 100.46%-94.4pp | 220.34%-214.3pp |
| Employer contribution / active EE | $23,830 | $3,360+609.3% | $2,940+710.6% | $4,156+473.4% |
| Participant deferral / active EE | $0 | $5,619-100.0% | $4,917-100.0% | $6,407-100.0% |
| Admin fee / account holder | $30,750 | $15,028+104.6% | $12,439+147.2% | $12,270+150.6% |