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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 | $492,972 | $29,319+1581.4% | $52,425+840.3% | $82,448+497.9% |
| Participation rate | 100.0% | 46.9%+53.1pp | 55.6%+44.4pp | 68.1%+31.9pp |
| Annual return | 1.81% | 535.20%-533.4pp | 302.12%-300.3pp | 41.64%-39.8pp |
| Employer contribution / active EE | $3,209 | $586+447.1% | $914+251.0% | $2,551+25.8% |
| Participant deferral / active EE | $5,302 | $1,171+352.7% | $1,790+196.1% | $4,139+28.1% |
| Admin fee / account holder | $4,633 | $1,962+136.1% | $2,495+85.7% | $7,234-36.0% |