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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 | $553,613 | $202,342+173.6% | $172,753+220.5% | $152,909+262.1% |
| Participation rate | 80.0% | 87.1%-7.1pp | 82.6%-2.6pp | 82.5%-2.5pp |
| Annual return | 11.56% | 1029.88%-1018.3pp | 803.00%-791.4pp | 345.46%-333.9pp |
| Employer contribution / active EE | $2,623 | $5,857-55.2% | $5,144-49.0% | $4,764-44.9% |
| Participant deferral / active EE | $9,691 | $5,948+62.9% | $5,198+86.5% | $5,851+65.6% |
| Admin fee / account holder | $17,428 | $17,112+1.8% | $13,956+24.9% | $11,601+50.2% |