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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 | $636,425 | $175,231+263.2% | $149,696+325.1% | $139,466+356.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 8.57% | 166.77%-158.2pp | 134.46%-125.9pp | 373.66%-365.1pp |
| Employer contribution / active EE | $1,841 | $5,478-66.4% | $4,821-61.8% | $4,754-61.3% |
| Participant deferral / active EE | $5,860 | $6,521-10.1% | $5,682+3.1% | $6,712-12.7% |
| Admin fee / account holder | $24,000 | $16,155+48.6% | $13,212+81.7% | $11,409+110.4% |