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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 | $403,894 | $88,754+355.1% | $81,820+393.6% | $145,877+176.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 9.12% | 1031.77%-1022.6pp | 777.93%-768.8pp | 551.28%-542.2pp |
| Employer contribution / active EE | $12,500 | $3,085+305.1% | $2,915+328.8% | $4,663+168.1% |
| Participant deferral / active EE | $0 | $4,648-100.0% | $4,323-100.0% | $6,691-100.0% |
| Admin fee / account holder | $1,739 | $8,424-79.4% | $7,391-76.5% | $13,402-87.0% |