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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 | $436,450 | $154,228+183.0% | $145,433+200.1% | $137,256+218.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 9.39% | 74.59%-65.2pp | 66.58%-57.2pp | 220.34%-211.0pp |
| Employer contribution / active EE | $14,667 | $4,804+205.3% | $4,554+222.0% | $4,156+252.9% |
| Participant deferral / active EE | $26,000 | $8,216+216.4% | $7,897+229.2% | $6,407+305.8% |
| Admin fee / account holder | $37,591 | $14,344+162.1% | $13,129+186.3% | $12,270+206.4% |