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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 | $1,267,987 | $70,366+1702.0% | $66,674+1801.8% | $138,895+812.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 12.07% | 386.41%-374.3pp | 321.24%-309.2pp | 145.39%-133.3pp |
| Employer contribution / active EE | $10,085 | $2,765+264.7% | $2,620+284.9% | $4,194+140.4% |
| Participant deferral / active EE | $19,639 | $4,374+349.0% | $4,084+380.9% | $6,396+207.0% |
| Admin fee / account holder | $20,166 | $5,262+283.2% | $5,098+295.6% | $12,562+60.5% |