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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 | $883,429 | $154,228+472.8% | $145,433+507.4% | $137,256+543.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 8.77% | 74.59%-65.8pp | 66.58%-57.8pp | 220.34%-211.6pp |
| Employer contribution / active EE | $33,793 | $4,804+603.4% | $4,554+642.0% | $4,156+713.1% |
| Participant deferral / active EE | $20,667 | $8,216+151.5% | $7,897+161.7% | $6,407+222.6% |
| Admin fee / account holder | $22,125 | $14,344+54.3% | $13,129+68.5% | $12,270+80.3% |