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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 | $70,366+667.6% | $66,674+710.1% | $138,895+288.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 10.89% | 386.41%-375.5pp | 321.24%-310.4pp | 145.39%-134.5pp |
| Employer contribution / active EE | $8,187 | $2,765+196.1% | $2,620+212.5% | $4,194+95.2% |
| Participant deferral / active EE | $13,760 | $4,374+214.6% | $4,084+236.9% | $6,396+115.1% |
| Admin fee / account holder | $10,589 | $5,262+101.2% | $5,098+107.7% | $12,562-15.7% |