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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 | $562,938 | $111,814+403.5% | $103,378+444.5% | $145,978+285.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 7.36% | 24.80%-17.4pp | 24.91%-17.5pp | 550.52%-543.2pp |
| Employer contribution / active EE | $16,693 | $4,215+296.0% | $3,870+331.3% | $4,662+258.1% |
| Participant deferral / active EE | $8,110 | $5,618+44.4% | $5,058+60.4% | $6,690+21.2% |
| Admin fee / account holder | $11,985 | $9,764+22.7% | $8,401+42.7% | $13,400-10.6% |