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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 | $632,772 | $51,642+1125.3% | $129,384+389.1% | $80,935+681.8% |
| Participation rate | 100.0% | 56.9%+43.1pp | 69.6%+30.4pp | 67.7%+32.3pp |
| Annual return | 5.14% | 20.78%-15.6pp | 9461.77%-9456.6pp | 35.66%-30.5pp |
| Employer contribution / active EE | $13,518 | $1,583+753.9% | $4,153+225.5% | $2,757+390.4% |
| Participant deferral / active EE | $0 | $2,670-100.0% | $4,166-100.0% | $4,299-100.0% |
| Admin fee / account holder | $10,789 | $4,312+150.2% | $7,686+40.4% | $6,924+55.8% |