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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 | $2,115,048 | $102,609+1961.3% | $98,090+2056.2% | $138,895+1422.8% |
| Participation rate | 100.0% | 82.8%+17.2pp | 81.5%+18.5pp | 79.9%+20.1pp |
| Annual return | 6.20% | 36.44%-30.2pp | 37.05%-30.9pp | 145.39%-139.2pp |
| Employer contribution / active EE | $38,234 | $3,867+888.7% | $3,606+960.2% | $4,194+811.6% |
| Participant deferral / active EE | $12,857 | $8,167+57.4% | $7,845+63.9% | $6,396+101.0% |
| Admin fee / account holder | $80,561 | $11,434+604.6% | $11,815+581.9% | $12,562+541.3% |