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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 | $156,398+179.1% | $147,318+196.3% | $138,895+214.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 9.39% | 78.75%-69.4pp | 70.43%-61.0pp | 145.39%-136.0pp |
| Employer contribution / active EE | $14,667 | $4,853+202.2% | $4,593+219.3% | $4,194+249.7% |
| Participant deferral / active EE | $26,000 | $8,237+215.6% | $7,906+228.8% | $6,396+306.5% |
| Admin fee / account holder | $37,591 | $14,976+151.0% | $13,708+174.2% | $12,562+199.2% |