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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 | $154,145+248.3% | $130,014+312.9% | $139,427+285.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 7.64% | 32.49%-24.8pp | -137.22%+144.9pp | 373.27%-365.6pp |
| Employer contribution / active EE | $9,117 | $5,290+72.3% | $4,320+111.0% | $4,752+91.9% |
| Participant deferral / active EE | $0 | $6,711-100.0% | $5,821-100.0% | $6,711-100.0% |
| Admin fee / account holder | $4,397 | $14,009-68.6% | $10,616-58.6% | $11,404-61.4% |