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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 | $915,905 | $154,228+493.9% | $145,433+529.8% | $137,256+567.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 7.03% | 74.59%-67.6pp | 66.58%-59.6pp | 220.34%-213.3pp |
| Employer contribution / active EE | $4,592 | $4,804-4.4% | $4,554+0.8% | $4,156+10.5% |
| Participant deferral / active EE | $22,477 | $8,216+173.6% | $7,897+184.6% | $6,407+250.8% |
| Admin fee / account holder | $23,786 | $14,344+65.8% | $13,129+81.2% | $12,270+93.9% |