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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 | $862,348 | $78,694+995.8% | $67,652+1174.7% | $125,389+587.7% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | -3.59% | 9.46%-13.0pp | 6625.40%-6629.0pp | 282.24%-285.8pp |
| Employer contribution / active EE | $15,631 | $3,044+413.5% | $2,266+589.9% | $4,866+221.2% |
| Participant deferral / active EE | $20,985 | $4,292+388.9% | $3,560+489.5% | $5,352+292.1% |
| Admin fee / account holder | $9,596 | $7,403+29.6% | $4,821+99.1% | $9,541+0.6% |