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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 | $2,258,585 | $72,071+3033.8% | $68,368+3203.6% | $137,256+1545.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 9.06% | 353.14%-344.1pp | 292.57%-283.5pp | 220.34%-211.3pp |
| Employer contribution / active EE | $10,944 | $2,788+292.5% | $2,649+313.2% | $4,156+163.3% |
| Participant deferral / active EE | $30,500 | $4,410+591.6% | $4,123+639.8% | $6,407+376.1% |
| Admin fee / account holder | $107,531 | $5,336+1915.4% | $5,150+1988.1% | $12,270+776.4% |