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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 | $777,585 | $167,362+364.6% | $143,799+440.7% | $134,532+478.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -21.64% | 0.47%-22.1pp | -0.04%-21.6pp | 418.27%-439.9pp |
| Employer contribution / active EE | $1,526 | $5,620-72.9% | $4,952-69.2% | $4,741-67.8% |
| Participant deferral / active EE | $11,733 | $6,447+82.0% | $5,638+108.1% | $6,401+83.3% |
| Admin fee / account holder | $21,844 | $18,094+20.7% | $14,677+48.8% | $11,429+91.1% |