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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 | $637,145 | $209,422+204.2% | $178,503+256.9% | $158,982+300.8% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 0.89% | 188.81%-187.9pp | 151.12%-150.2pp | 302.99%-302.1pp |
| Employer contribution / active EE | $1,627 | $5,707-71.5% | $5,011-67.5% | $4,763-65.8% |
| Participant deferral / active EE | $3,210 | $5,955-46.1% | $5,202-38.3% | $5,983-46.4% |
| Admin fee / account holder | $17,813 | $17,079+4.3% | $13,987+27.4% | $11,252+58.3% |