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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 | $702,982 | $181,062+288.3% | $158,223+344.3% | $155,188+353.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 7.98% | 57.39%-49.4pp | 52.09%-44.1pp | 148.84%-140.9pp |
| Employer contribution / active EE | $28,500 | $4,565+524.4% | $4,109+593.6% | $4,248+570.9% |
| Participant deferral / active EE | $21,250 | $6,134+246.4% | $5,467+288.7% | $6,531+225.4% |
| Admin fee / account holder | $400 | $18,825-97.9% | $16,047-97.5% | $14,480-97.2% |