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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 | $107,666+1864.5% | $102,184+1969.8% | $154,746+1266.8% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 6.20% | 29.33%-23.1pp | 31.58%-25.4pp | 172.34%-166.1pp |
| Employer contribution / active EE | $38,234 | $3,846+894.1% | $3,594+963.9% | $4,379+773.1% |
| Participant deferral / active EE | $12,857 | $8,719+47.5% | $8,309+54.7% | $6,730+91.0% |
| Admin fee / account holder | $80,561 | $12,943+522.4% | $11,609+594.0% | $14,365+460.8% |