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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 | $489,988 | $110,303+344.2% | $95,759+411.7% | $139,487+251.3% |
| Participation rate | 100.0% | 75.7%+24.3pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 5.69% | 27.19%-21.5pp | 28.42%-22.7pp | 373.84%-368.2pp |
| Employer contribution / active EE | $15,000 | $3,261+360.0% | $2,836+428.9% | $4,755+215.5% |
| Participant deferral / active EE | $15,000 | $4,674+220.9% | $4,244+253.5% | $6,713+123.5% |
| Admin fee / account holder | $12,430 | $6,615+87.9% | $5,678+118.9% | $11,407+9.0% |