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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 | $418,325 | $154,754+170.3% | $124,206+236.8% | $138,895+201.2% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.6%+30.4pp | 79.9%+20.1pp |
| Annual return | 6.66% | 709.28%-702.6pp | 515.27%-508.6pp | 145.39%-138.7pp |
| Employer contribution / active EE | $6,997 | $4,446+57.4% | $3,540+97.6% | $4,194+66.8% |
| Participant deferral / active EE | $20,295 | $4,621+339.2% | $3,968+411.5% | $6,396+217.3% |
| Admin fee / account holder | $53,007 | $6,690+692.4% | $5,929+794.1% | $12,562+322.0% |