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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 | $1,080,400 | $156,398+590.8% | $147,318+633.4% | $138,895+677.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 8.59% | 78.75%-70.2pp | 70.43%-61.8pp | 145.39%-136.8pp |
| Employer contribution / active EE | $121,780 | $4,853+2409.2% | $4,593+2551.5% | $4,194+2803.5% |
| Participant deferral / active EE | $0 | $8,237-100.0% | $7,906-100.0% | $6,396-100.0% |
| Admin fee / account holder | $523,905 | $14,976+3398.4% | $13,708+3722.0% | $12,562+4070.5% |