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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 | $488,213 | $162,812+199.9% | $133,971+264.4% | $158,966+207.1% |
| Participation rate | 87.5% | 83.2%+4.3pp | 79.8%+7.7pp | 82.0%+5.5pp |
| Annual return | 0.62% | 41.94%-41.3pp | 45.09%-44.5pp | 302.95%-302.3pp |
| Employer contribution / active EE | $21,239 | $4,976+326.8% | $3,919+442.0% | $4,762+346.0% |
| Participant deferral / active EE | $0 | $5,910-100.0% | $5,047-100.0% | $5,983-100.0% |
| Admin fee / account holder | $45,659 | $11,741+288.9% | $8,929+411.3% | $11,250+305.9% |