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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 | $602,918 | $104,953+474.5% | $84,637+612.4% | $152,909+294.3% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 2.81% | 373.94%-371.1pp | 258.82%-256.0pp | 345.46%-342.7pp |
| Employer contribution / active EE | $16,724 | $3,304+406.2% | $2,653+530.3% | $4,764+251.0% |
| Participant deferral / active EE | $0 | $4,691-100.0% | $3,900-100.0% | $5,851-100.0% |
| Admin fee / account holder | $7,500 | $6,244+20.1% | $4,914+52.6% | $11,601-35.3% |