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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 | $463,006 | $178,174+159.9% | $156,181+196.5% | $137,256+237.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 8.36% | 84.19%-75.8pp | 64.87%-56.5pp | 220.34%-212.0pp |
| Employer contribution / active EE | $38,571 | $4,972+675.8% | $4,294+798.3% | $4,156+828.1% |
| Participant deferral / active EE | $5,642 | $6,888-18.1% | $6,132-8.0% | $6,407-11.9% |
| Admin fee / account holder | $1,505 | $17,404-91.4% | $14,586-89.7% | $12,270-87.7% |