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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 | $1,060,521 | $149,040+611.6% | $120,225+782.1% | $137,256+672.7% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 10.08% | 605.68%-595.6pp | 439.23%-429.1pp | 220.34%-210.3pp |
| Employer contribution / active EE | $5,978 | $4,350+37.4% | $3,475+72.0% | $4,156+43.8% |
| Participant deferral / active EE | $23,070 | $4,655+395.6% | $3,999+476.9% | $6,407+260.1% |
| Admin fee / account holder | $125,393 | $6,348+1875.4% | $5,696+2101.3% | $12,270+921.9% |