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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 | $796,074 | $99,345+701.3% | $84,753+839.3% | $273,972+190.6% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 2.06% | 22.93%-20.9pp | 22.78%-20.7pp | 41.46%-39.4pp |
| Employer contribution / active EE | $26,440 | $4,214+527.4% | $3,574+639.7% | $4,869+443.1% |
| Participant deferral / active EE | $0 | $4,270-100.0% | $3,712-100.0% | $5,287-100.0% |
| Admin fee / account holder | $185,182 | $6,645+2686.6% | $5,333+3372.3% | $10,133+1727.6% |