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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 | $162,136+444.9% | $152,301+480.1% | $154,746+470.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 8.77% | 91.02%-82.2pp | 80.50%-71.7pp | 172.34%-163.6pp |
| Employer contribution / active EE | $33,793 | $4,890+591.0% | $4,624+630.8% | $4,379+671.7% |
| Participant deferral / active EE | $20,667 | $8,341+147.8% | $8,004+158.2% | $6,730+207.1% |
| Admin fee / account holder | $22,125 | $15,759+40.4% | $14,398+53.7% | $14,365+54.0% |