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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 | $956,926 | $202,430+372.7% | $169,369+465.0% | $139,427+586.3% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 2.47% | 531.86%-529.4pp | 405.70%-403.2pp | 373.27%-370.8pp |
| Employer contribution / active EE | $0 | $4,690-100.0% | $4,011-100.0% | $4,752-100.0% |
| Participant deferral / active EE | $0 | $6,938-100.0% | $6,221-100.0% | $6,711-100.0% |
| Admin fee / account holder | $5,837 | $10,716-45.5% | $9,009-35.2% | $11,404-48.8% |