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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 | $913,192 | $154,228+492.1% | $145,433+527.9% | $137,256+565.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 5.88% | 74.59%-68.7pp | 66.58%-60.7pp | 220.34%-214.5pp |
| Employer contribution / active EE | $3,727 | $4,804-22.4% | $4,554-18.2% | $4,156-10.3% |
| Participant deferral / active EE | $30,313 | $8,216+268.9% | $7,897+283.8% | $6,407+373.1% |
| Admin fee / account holder | $21,998 | $14,344+53.4% | $13,129+67.5% | $12,270+79.3% |