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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 | $1,018,800 | $156,398+551.4% | $147,318+591.6% | $138,895+633.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 11.12% | 78.75%-67.6pp | 70.43%-59.3pp | 145.39%-134.3pp |
| Employer contribution / active EE | $7,502 | $4,853+54.6% | $4,593+63.3% | $4,194+78.9% |
| Participant deferral / active EE | $20,667 | $8,237+150.9% | $7,906+161.4% | $6,396+223.1% |
| Admin fee / account holder | $7,816 | $14,976-47.8% | $13,708-43.0% | $12,562-37.8% |