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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 | $697,771 | $185,312+276.5% | $161,489+332.1% | $154,746+350.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 7.07% | 103.84%-96.8pp | 89.72%-82.7pp | 172.34%-165.3pp |
| Employer contribution / active EE | $15,503 | $4,769+225.1% | $4,268+263.2% | $4,379+254.0% |
| Participant deferral / active EE | $14,398 | $6,350+126.7% | $5,630+155.7% | $6,730+113.9% |
| Admin fee / account holder | $4,050 | $18,654-78.3% | $16,006-74.7% | $14,365-71.8% |