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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 | $835,462 | $176,105+374.4% | $159,474+423.9% | $167,536+398.7% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 6.62% | 331.91%-325.3pp | 263.68%-257.1pp | 478.82%-472.2pp |
| Employer contribution / active EE | $11,142 | $5,299+110.3% | $4,831+130.6% | $4,839+130.2% |
| Participant deferral / active EE | $18,906 | $7,751+143.9% | $7,353+157.1% | $6,342+198.1% |
| Admin fee / account holder | $1,956 | $12,559-84.4% | $10,802-81.9% | $12,315-84.1% |