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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 | $936,373 | $154,228+507.1% | $145,433+543.9% | $137,256+582.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 8.24% | 74.59%-66.3pp | 66.58%-58.3pp | 220.34%-212.1pp |
| Employer contribution / active EE | $22,040 | $4,804+358.8% | $4,554+383.9% | $4,156+430.3% |
| Participant deferral / active EE | $15,600 | $8,216+89.9% | $7,897+97.5% | $6,407+143.5% |
| Admin fee / account holder | $139,550 | $14,344+872.9% | $13,129+962.9% | $12,270+1037.3% |