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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 | $459,974 | $149,040+208.6% | $120,225+282.6% | $137,256+235.1% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 7.08% | 605.68%-598.6pp | 439.23%-432.1pp | 220.34%-213.3pp |
| Employer contribution / active EE | $34,437 | $4,350+691.6% | $3,475+890.9% | $4,156+728.6% |
| Participant deferral / active EE | $28,180 | $4,655+505.4% | $3,999+604.7% | $6,407+339.8% |
| Admin fee / account holder | $706 | $6,348-88.9% | $5,696-87.6% | $12,270-94.2% |