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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 | $894,916 | $99,053+803.5% | $88,179+914.9% | $138,895+544.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.1%+30.9pp | 79.9%+20.1pp |
| Annual return | 8.49% | 78.17%-69.7pp | 64.97%-56.5pp | 145.39%-136.9pp |
| Employer contribution / active EE | $25,250 | $2,882+776.1% | $2,549+890.5% | $4,194+502.0% |
| Participant deferral / active EE | $26,787 | $5,225+412.6% | $4,614+480.6% | $6,396+318.8% |
| Admin fee / account holder | $3,776 | $8,748-56.8% | $7,673-50.8% | $12,562-69.9% |