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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 | $1,275,693 | $92,798+1274.7% | $96,707+1219.1% | $137,256+829.4% |
| Participation rate | 100.0% | 81.6%+18.4pp | 80.4%+19.6pp | 80.0%+20.0pp |
| Annual return | 11.16% | 31.24%-20.1pp | 34.78%-23.6pp | 220.34%-209.2pp |
| Employer contribution / active EE | $49,502 | $4,147+1093.5% | $4,191+1081.1% | $4,156+1091.1% |
| Participant deferral / active EE | $0 | $5,877-100.0% | $5,997-100.0% | $6,407-100.0% |
| Admin fee / account holder | $3,475 | $7,946-56.3% | $7,503-53.7% | $12,270-71.7% |