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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 | $522,768 | $226,135+131.2% | $182,558+186.4% | $152,909+241.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 6.22% | 192.60%-186.4pp | 148.59%-142.4pp | 345.46%-339.2pp |
| Employer contribution / active EE | $4,009 | $4,979-19.5% | $4,076-1.6% | $4,764-15.8% |
| Participant deferral / active EE | $0 | $6,371-100.0% | $5,526-100.0% | $5,851-100.0% |
| Admin fee / account holder | $22,313 | $10,707+108.4% | $8,594+159.6% | $11,601+92.3% |