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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 | $504,092 | $135,956+270.8% | $123,894+306.9% | $273,972+84.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 0.57% | 56.63%-56.1pp | 47.52%-46.9pp | 41.46%-40.9pp |
| Employer contribution / active EE | $25,894 | $5,170+400.9% | $4,617+460.9% | $4,869+431.8% |
| Participant deferral / active EE | $0 | $6,343-100.0% | $5,984-100.0% | $5,287-100.0% |
| Admin fee / account holder | $20,901 | $9,817+112.9% | $8,357+150.1% | $10,133+106.3% |