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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 | $2,355,815 | $178,174+1222.2% | $156,181+1408.4% | $137,256+1616.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 8.11% | 84.19%-76.1pp | 64.87%-56.8pp | 220.34%-212.2pp |
| Employer contribution / active EE | $15,250 | $4,972+206.7% | $4,294+255.2% | $4,156+266.9% |
| Participant deferral / active EE | $0 | $6,888-100.0% | $6,132-100.0% | $6,407-100.0% |
| Admin fee / account holder | $916 | $17,404-94.7% | $14,586-93.7% | $12,270-92.5% |