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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 | $606,516 | $185,905+226.3% | $170,057+256.7% | $139,487+334.8% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 4.86% | 60.56%-55.7pp | 53.42%-48.6pp | 373.84%-369.0pp |
| Employer contribution / active EE | $4,064 | $7,597-46.5% | $6,790-40.2% | $4,755-14.5% |
| Participant deferral / active EE | $8,617 | $11,627-25.9% | $10,411-17.2% | $6,713+28.4% |
| Admin fee / account holder | $162,627 | $15,397+956.3% | $12,826+1167.9% | $11,407+1325.6% |