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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 | $483,625 | $202,342+139.0% | $172,752+180.0% | $152,897+216.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 5.55% | 1029.83%-1024.3pp | 802.97%-797.4pp | 345.43%-339.9pp |
| Employer contribution / active EE | $32,599 | $5,858+456.5% | $5,144+533.7% | $4,764+584.3% |
| Participant deferral / active EE | $6,858 | $5,948+15.3% | $5,198+31.9% | $5,851+17.2% |
| Admin fee / account holder | $16,287 | $17,111-4.8% | $13,955+16.7% | $11,599+40.4% |