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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 | $668,195 | $165,939+302.7% | $122,354+446.1% | $147,586+352.7% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 2.67% | 34.56%-31.9pp | 30.28%-27.6pp | 578.59%-575.9pp |
| Employer contribution / active EE | $28,827 | $5,754+401.0% | $4,051+611.6% | $4,876+491.2% |
| Participant deferral / active EE | $0 | $4,005-100.0% | $3,287-100.0% | $5,439-100.0% |
| Admin fee / account holder | $1,703 | $7,425-77.1% | $5,479-68.9% | $10,886-84.4% |