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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 | $1,401,451 | $209,422+569.2% | $178,503+685.1% | $158,982+781.5% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 1.42% | 188.81%-187.4pp | 151.12%-149.7pp | 302.99%-301.6pp |
| Employer contribution / active EE | $57,000 | $5,707+898.8% | $5,011+1037.5% | $4,763+1096.8% |
| Participant deferral / active EE | $0 | $5,955-100.0% | $5,202-100.0% | $5,983-100.0% |
| Admin fee / account holder | $3,991 | $17,079-76.6% | $13,987-71.5% | $11,252-64.5% |