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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 | $1,396,030 | $101,618+1273.8% | $93,063+1400.1% | $137,256+917.1% |
| Participation rate | 80.0% | 74.9%+5.1pp | 72.1%+7.9pp | 80.0%0pp |
| Annual return | 8.87% | 223.95%-215.1pp | 34.15%-25.3pp | 220.34%-211.5pp |
| Employer contribution / active EE | $34,000 | $2,707+1155.9% | $2,476+1273.1% | $4,156+718.1% |
| Participant deferral / active EE | $0 | $4,279-100.0% | $3,958-100.0% | $6,407-100.0% |
| Admin fee / account holder | $94,766 | $6,198+1428.9% | $6,033+1470.7% | $12,270+672.3% |