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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 | $579,466 | $152,587+279.8% | $125,175+362.9% | $152,870+279.1% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 3.41% | 54.84%-51.4pp | 43.79%-40.4pp | 345.34%-341.9pp |
| Employer contribution / active EE | $12,000 | $4,946+142.6% | $3,865+210.4% | $4,763+152.0% |
| Participant deferral / active EE | $0 | $5,868-100.0% | $4,937-100.0% | $5,850-100.0% |
| Admin fee / account holder | $21,593 | $13,434+60.7% | $9,702+122.6% | $11,597+86.2% |