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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 | $839,507 | $172,111+387.8% | $150,298+458.6% | $137,256+511.6% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 2.96% | 69.37%-66.4pp | 62.79%-59.8pp | 220.34%-217.4pp |
| Employer contribution / active EE | $29,956 | $4,636+546.1% | $4,154+621.1% | $4,156+620.8% |
| Participant deferral / active EE | $31,000 | $6,166+402.8% | $5,453+468.5% | $6,407+383.9% |
| Admin fee / account holder | $23,574 | $16,471+43.1% | $14,116+67.0% | $12,270+92.1% |