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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 | $686,590 | $162,136+323.5% | $152,301+350.8% | $154,746+343.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 11.07% | 91.02%-80.0pp | 80.50%-69.4pp | 172.34%-161.3pp |
| Employer contribution / active EE | $8,333 | $4,890+70.4% | $4,624+80.2% | $4,379+90.3% |
| Participant deferral / active EE | $20,398 | $8,341+144.6% | $8,004+154.9% | $6,730+203.1% |
| Admin fee / account holder | $7,595 | $15,759-51.8% | $14,398-47.3% | $14,365-47.1% |