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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 | $944,401 | $172,111+448.7% | $150,298+528.4% | $137,256+588.1% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 7.87% | 69.37%-61.5pp | 62.79%-54.9pp | 220.34%-212.5pp |
| Employer contribution / active EE | $19,264 | $4,636+315.5% | $4,154+363.7% | $4,156+363.5% |
| Participant deferral / active EE | $12,604 | $6,166+104.4% | $5,453+131.2% | $6,407+96.7% |
| Admin fee / account holder | $524 | $16,471-96.8% | $14,116-96.3% | $12,270-95.7% |