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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 | $833,346 | $181,062+360.3% | $158,223+426.7% | $155,188+437.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 8.40% | 57.39%-49.0pp | 52.09%-43.7pp | 148.84%-140.4pp |
| Employer contribution / active EE | $27,746 | $4,565+507.8% | $4,109+575.3% | $4,248+553.2% |
| Participant deferral / active EE | $32,870 | $6,134+435.8% | $5,467+501.2% | $6,531+403.3% |
| Admin fee / account holder | $1,422 | $18,825-92.4% | $16,047-91.1% | $14,480-90.2% |