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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 | $943,215 | $91,198+934.3% | $178,503+428.4% | $79,856+1081.1% |
| Participation rate | 96.6% | 69.2%+27.3pp | 81.9%+14.6pp | 69.6%+26.9pp |
| Annual return | 2.07% | 24.20%-22.1pp | 151.12%-149.0pp | 31.71%-29.6pp |
| Employer contribution / active EE | $36,309 | $3,257+1014.9% | $5,011+624.6% | $2,471+1369.3% |
| Participant deferral / active EE | $22,639 | $3,237+599.5% | $5,202+335.2% | $3,741+505.2% |
| Admin fee / account holder | $5,042 | $6,748-25.3% | $13,987-64.0% | $5,306-5.0% |