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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 | $1,228,680 | $182,442+573.5% | $163,379+652.0% | $138,895+784.6% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.8%+23.2pp | 79.9%+20.1pp |
| Annual return | 2.74% | 72.74%-70.0pp | 63.41%-60.7pp | 145.39%-142.7pp |
| Employer contribution / active EE | $29,874 | $4,159+618.2% | $3,752+696.1% | $4,194+612.3% |
| Participant deferral / active EE | $18,000 | $6,817+164.0% | $6,282+186.5% | $6,396+181.4% |
| Admin fee / account holder | $17,703 | $10,396+70.3% | $9,818+80.3% | $12,562+40.9% |