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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 | $683,139 | $124,346+449.4% | $111,306+513.7% | $167,553+307.7% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 6.94% | 37.46%-30.5pp | 54.67%-47.7pp | 478.89%-472.0pp |
| Employer contribution / active EE | $0 | $3,438-100.0% | $2,732-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $11,842 | $5,182+128.5% | $4,488+163.9% | $6,343+86.7% |
| Admin fee / account holder | $2,596 | $10,623-75.6% | $7,966-67.4% | $12,316-78.9% |