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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 | $584,547 | $209,425+179.1% | $178,499+227.5% | $158,966+267.7% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 3.12% | 188.80%-185.7pp | 151.10%-148.0pp | 302.95%-299.8pp |
| Employer contribution / active EE | $18,673 | $5,707+227.2% | $5,011+272.6% | $4,762+292.1% |
| Participant deferral / active EE | $0 | $5,955-100.0% | $5,202-100.0% | $5,983-100.0% |
| Admin fee / account holder | $4,657 | $17,078-72.7% | $13,986-66.7% | $11,250-58.6% |