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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 | $536,893 | $154,209+248.2% | $130,062+312.8% | $139,487+284.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 7.64% | 32.52%-24.9pp | -137.37%+145.0pp | 373.84%-366.2pp |
| Employer contribution / active EE | $9,117 | $5,292+72.3% | $4,322+110.9% | $4,755+91.7% |
| Participant deferral / active EE | $0 | $6,709-100.0% | $5,821-100.0% | $6,713-100.0% |
| Admin fee / account holder | $4,397 | $13,988-68.6% | $10,601-58.5% | $11,407-61.5% |