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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 | $833,723 | $115,814+619.9% | $101,275+723.2% | $158,982+424.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 0.78% | 56.16%-55.4pp | 46.48%-45.7pp | 302.99%-302.2pp |
| Employer contribution / active EE | $23,078 | $4,176+452.7% | $3,660+530.5% | $4,763+384.5% |
| Participant deferral / active EE | $25,650 | $4,958+417.3% | $4,371+486.9% | $5,983+328.7% |
| Admin fee / account holder | $8,798 | $7,249+21.4% | $5,948+47.9% | $11,252-21.8% |