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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 | $503,501 | $157,276+220.1% | $141,177+256.6% | $152,885+229.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 5.20% | 64.33%-59.1pp | 71.40%-66.2pp | 345.39%-340.2pp |
| Employer contribution / active EE | $8,200 | $5,262+55.8% | $4,736+73.2% | $4,763+72.2% |
| Participant deferral / active EE | $0 | $7,110-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $19,368 | $12,123+59.8% | $10,263+88.7% | $11,598+67.0% |