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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 | $530,599 | $165,381+220.8% | $149,730+254.4% | $158,966+233.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 4.79% | 348.29%-343.5pp | 276.70%-271.9pp | 302.95%-298.2pp |
| Employer contribution / active EE | $9,803 | $5,104+92.0% | $4,645+111.0% | $4,762+105.8% |
| Participant deferral / active EE | $15,040 | $7,182+109.4% | $6,843+119.8% | $5,983+151.4% |
| Admin fee / account holder | $3,043 | $10,809-71.8% | $9,310-67.3% | $11,250-73.0% |