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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 | $766,188 | $148,582+415.7% | $135,942+463.6% | $139,456+449.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 11.23% | 79.26%-68.0pp | 68.28%-57.0pp | 373.45%-362.2pp |
| Employer contribution / active EE | $12,658 | $5,245+141.3% | $4,858+160.6% | $4,753+166.3% |
| Participant deferral / active EE | $0 | $8,101-100.0% | $7,759-100.0% | $6,711-100.0% |
| Admin fee / account holder | $4,387 | $12,402-64.6% | $10,764-59.2% | $11,407-61.5% |