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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 | $1,521,292 | $217,432+599.7% | $185,849+718.6% | $167,536+808.0% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 7.54% | 148.42%-140.9pp | 122.10%-114.6pp | 478.82%-471.3pp |
| Employer contribution / active EE | $35,250 | $5,875+500.0% | $5,169+582.0% | $4,839+628.4% |
| Participant deferral / active EE | $0 | $6,357-100.0% | $5,569-100.0% | $6,342-100.0% |
| Admin fee / account holder | $217,333 | $19,818+996.6% | $16,244+1238.0% | $12,315+1664.8% |