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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 | $546,235 | $148,629+267.5% | $135,982+301.7% | $139,487+291.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 10.25% | 79.33%-69.1pp | 68.32%-58.1pp | 373.84%-363.6pp |
| Employer contribution / active EE | $5,238 | $5,247-0.2% | $4,859+7.8% | $4,755+10.2% |
| Participant deferral / active EE | $14,751 | $8,102+82.1% | $7,760+90.1% | $6,713+119.8% |
| Admin fee / account holder | $39,775 | $12,406+220.6% | $10,767+269.4% | $11,407+248.7% |