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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 | $620,839 | $154,228+302.5% | $145,433+326.9% | $137,256+352.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 9.77% | 74.59%-64.8pp | 66.58%-56.8pp | 220.34%-210.6pp |
| Employer contribution / active EE | $22,517 | $4,804+368.7% | $4,554+394.4% | $4,156+441.8% |
| Participant deferral / active EE | $14,540 | $8,216+77.0% | $7,897+84.1% | $6,407+126.9% |
| Admin fee / account holder | $559 | $14,344-96.1% | $13,129-95.7% | $12,270-95.4% |