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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 | $1,408,357 | $111,535+1162.7% | $105,223+1238.4% | $137,256+926.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 9.51% | 237.85%-228.3pp | 180.65%-171.1pp | 220.34%-210.8pp |
| Employer contribution / active EE | $10,000 | $3,939+153.8% | $3,689+171.1% | $4,156+140.6% |
| Participant deferral / active EE | $14,217 | $5,500+158.5% | $5,072+180.3% | $6,407+121.9% |
| Admin fee / account holder | $8,579 | $9,721-11.8% | $8,859-3.2% | $12,270-30.1% |