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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 | $904,158 | $172,111+425.3% | $150,298+501.6% | $137,256+558.7% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 6.74% | 69.37%-62.6pp | 62.79%-56.0pp | 220.34%-213.6pp |
| Employer contribution / active EE | $3,668 | $4,636-20.9% | $4,154-11.7% | $4,156-11.8% |
| Participant deferral / active EE | $8,908 | $6,166+44.5% | $5,453+63.4% | $6,407+39.0% |
| Admin fee / account holder | $3,331 | $16,471-79.8% | $14,116-76.4% | $12,270-72.9% |