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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 | $589,655 | $88,778+564.2% | $81,844+620.5% | $145,884+304.2% |
| Participation rate | 87.5% | 75.1%+12.4pp | 72.4%+15.1pp | 80.3%+7.2pp |
| Annual return | 7.74% | 1033.03%-1025.3pp | 778.87%-771.1pp | 551.85%-544.1pp |
| Employer contribution / active EE | $4,471 | $3,087+44.8% | $2,916+53.3% | $4,662-4.1% |
| Participant deferral / active EE | $10,200 | $4,648+119.4% | $4,323+135.9% | $6,690+52.5% |
| Admin fee / account holder | $17,316 | $8,430+105.4% | $7,355+135.4% | $13,392+29.3% |