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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 | $496,534 | $107,368+362.5% | $92,915+434.4% | $152,909+224.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 11.55% | 145.64%-134.1pp | 109.45%-97.9pp | 345.46%-333.9pp |
| Employer contribution / active EE | $16,182 | $4,222+283.2% | $3,653+342.9% | $4,764+239.7% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,238-100.0% | $5,851-100.0% |
| Admin fee / account holder | $13,379 | $7,082+88.9% | $5,796+130.9% | $11,601+15.3% |