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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 | $107,666+1293.0% | $102,184+1367.7% | $154,746+869.2% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 6.71% | 29.33%-22.6pp | 31.58%-24.9pp | 172.34%-165.6pp |
| Employer contribution / active EE | $40,833 | $3,846+961.7% | $3,594+1036.3% | $4,379+832.5% |
| Participant deferral / active EE | $0 | $8,719-100.0% | $8,309-100.0% | $6,730-100.0% |
| Admin fee / account holder | $11,344 | $12,943-12.4% | $11,609-2.3% | $14,365-21.0% |