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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 | $540,149 | $72,071+649.5% | $68,368+690.1% | $137,256+293.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 10.89% | 353.14%-342.3pp | 292.57%-281.7pp | 220.34%-209.5pp |
| Employer contribution / active EE | $8,187 | $2,788+193.6% | $2,649+209.1% | $4,156+97.0% |
| Participant deferral / active EE | $13,760 | $4,410+212.0% | $4,123+233.8% | $6,407+114.8% |
| Admin fee / account holder | $10,589 | $5,336+98.5% | $5,150+105.6% | $12,270-13.7% |