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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 | $1,054,940 | $209,336+403.9% | $197,124+435.2% | $137,256+668.6% |
| Participation rate | 75.0% | 87.3%-12.3pp | 86.7%-11.7pp | 80.0%-5.0pp |
| Annual return | 11.32% | 48.09%-36.8pp | 44.34%-33.0pp | 220.34%-209.0pp |
| Employer contribution / active EE | $22,330 | $6,591+238.8% | $6,227+258.6% | $4,156+437.3% |
| Participant deferral / active EE | $20,380 | $9,614+112.0% | $9,135+123.1% | $6,407+218.1% |
| Admin fee / account holder | $223,544 | $17,308+1191.6% | $16,298+1271.6% | $12,270+1721.8% |