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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 | $162,136+464.9% | $152,301+501.4% | $154,746+491.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 7.03% | 91.02%-84.0pp | 80.50%-73.5pp | 172.34%-165.3pp |
| Employer contribution / active EE | $4,592 | $4,890-6.1% | $4,624-0.7% | $4,379+4.9% |
| Participant deferral / active EE | $22,477 | $8,341+169.5% | $8,004+180.8% | $6,730+234.0% |
| Admin fee / account holder | $23,786 | $15,759+50.9% | $14,398+65.2% | $14,365+65.6% |