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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 | $555,128 | $92,798+498.2% | $96,707+474.0% | $137,256+304.4% |
| Participation rate | 100.0% | 81.6%+18.4pp | 80.4%+19.6pp | 80.0%+20.0pp |
| Annual return | 11.04% | 31.24%-20.2pp | 34.78%-23.7pp | 220.34%-209.3pp |
| Employer contribution / active EE | $10,000 | $4,147+141.1% | $4,191+138.6% | $4,156+140.6% |
| Participant deferral / active EE | $6,000 | $5,877+2.1% | $5,997+0.1% | $6,407-6.3% |
| Admin fee / account holder | $6,855 | $7,946-13.7% | $7,503-8.6% | $12,270-44.1% |