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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 | $518,162 | $152,619+239.5% | $125,195+313.9% | $152,909+238.9% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 3.67% | 54.85%-51.2pp | 43.79%-40.1pp | 345.46%-341.8pp |
| Employer contribution / active EE | $17,978 | $4,947+263.4% | $3,866+365.0% | $4,764+277.4% |
| Participant deferral / active EE | $8,000 | $5,869+36.3% | $4,937+62.0% | $5,851+36.7% |
| Admin fee / account holder | $17,422 | $13,437+29.7% | $9,704+79.5% | $11,601+50.2% |