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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 | $685,060 | $76,368+797.0% | $67,681+912.2% | $154,746+342.7% |
| Participation rate | 100.0% | 79.0%+21.0pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 8.06% | 1066.77%-1058.7pp | 590.58%-582.5pp | 172.34%-164.3pp |
| Employer contribution / active EE | $9,314 | $3,151+195.6% | $2,678+247.8% | $4,379+112.7% |
| Participant deferral / active EE | $2,145 | $4,824-55.5% | $3,976-46.0% | $6,730-68.1% |
| Admin fee / account holder | $63,110 | $8,559+637.3% | $6,100+934.6% | $14,365+339.3% |