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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 | $655,694 | $107,368+510.7% | $92,915+605.7% | $152,909+328.8% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 5.40% | 145.64%-140.2pp | 109.45%-104.0pp | 345.46%-340.1pp |
| Employer contribution / active EE | $2,319 | $4,222-45.1% | $3,653-36.5% | $4,764-51.3% |
| Participant deferral / active EE | $3,431 | $4,848-29.2% | $4,238-19.0% | $5,851-41.4% |
| Admin fee / account holder | $18,976 | $7,082+167.9% | $5,796+227.4% | $11,601+63.6% |