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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 | $428,925 | $89,370+379.9% | $141,197+203.8% | $72,976+487.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 10.56% | 111.88%-101.3pp | 71.41%-60.8pp | 81.02%-70.5pp |
| Employer contribution / active EE | $7,242 | $3,115+132.5% | $4,736+52.9% | $2,440+196.8% |
| Participant deferral / active EE | $12,275 | $5,419+126.5% | $6,710+82.9% | $3,608+240.2% |
| Admin fee / account holder | $3,765 | $5,957-36.8% | $10,265-63.3% | $5,124-26.5% |