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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 | $1,470,526 | $178,174+725.3% | $156,181+841.6% | $137,256+971.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 6.69% | 84.19%-77.5pp | 64.87%-58.2pp | 220.34%-213.6pp |
| Employer contribution / active EE | $46,500 | $4,972+835.3% | $4,294+982.9% | $4,156+1018.9% |
| Participant deferral / active EE | $27,250 | $6,888+295.6% | $6,132+344.4% | $6,407+325.3% |
| Admin fee / account holder | $10,674 | $17,404-38.7% | $14,586-26.8% | $12,270-13.0% |