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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 | $1,499,791 | $100,970+1385.4% | $96,576+1453.0% | $137,256+992.7% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 6.71% | 38.16%-31.5pp | 38.47%-31.8pp | 220.34%-213.6pp |
| Employer contribution / active EE | $40,833 | $3,809+972.0% | $3,553+1049.2% | $4,156+882.5% |
| Participant deferral / active EE | $0 | $8,286-100.0% | $7,956-100.0% | $6,407-100.0% |
| Admin fee / account holder | $11,344 | $11,312+0.3% | $11,381-0.3% | $12,270-7.5% |