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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 | $731,178 | $183,592+298.3% | $155,567+370.0% | $145,959+400.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 8.61% | 61.24%-52.6pp | 64.74%-56.1pp | 561.95%-553.3pp |
| Employer contribution / active EE | $11,222 | $5,315+111.1% | $4,674+140.1% | $4,661+140.8% |
| Participant deferral / active EE | $15,998 | $6,464+147.5% | $5,628+184.3% | $6,689+139.2% |
| Admin fee / account holder | $6,031 | $19,318-68.8% | $15,916-62.1% | $13,398-55.0% |