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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 | $382,575 | $81,763+367.9% | $58,561+553.3% | $139,466+174.3% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 2.74% | 7427.77%-7425.0pp | 4251.33%-4248.6pp | 373.66%-370.9pp |
| Employer contribution / active EE | $21,543 | $1,398+1440.8% | $1,053+1945.0% | $4,754+353.2% |
| Participant deferral / active EE | $0 | $2,555-100.0% | $1,923-100.0% | $6,712-100.0% |
| Admin fee / account holder | $58,407 | $3,273+1684.4% | $2,520+2217.3% | $11,409+412.0% |