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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 | $527,491 | $134,817+291.3% | $123,973+325.5% | $155,188+239.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 4.00% | 515.49%-511.5pp | 388.13%-384.1pp | 148.84%-144.8pp |
| Employer contribution / active EE | $16,469 | $4,425+272.2% | $4,126+299.2% | $4,248+287.7% |
| Participant deferral / active EE | $0 | $5,706-100.0% | $5,247-100.0% | $6,531-100.0% |
| Admin fee / account holder | $24,254 | $13,245+83.1% | $11,799+105.6% | $14,480+67.5% |