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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 | $1,375,905 | $185,312+642.5% | $161,489+752.0% | $154,746+789.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 9.95% | 103.84%-93.9pp | 89.72%-79.8pp | 172.34%-162.4pp |
| Employer contribution / active EE | $5,580 | $4,769+17.0% | $4,268+30.7% | $4,379+27.4% |
| Participant deferral / active EE | $30,500 | $6,350+380.3% | $5,630+441.8% | $6,730+353.2% |
| Admin fee / account holder | $56,140 | $18,654+200.9% | $16,006+250.7% | $14,365+290.8% |