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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 | $767,330 | $183,592+318.0% | $155,574+393.2% | $145,877+426.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 8.22% | 61.37%-53.2pp | 64.87%-56.6pp | 551.28%-543.1pp |
| Employer contribution / active EE | $1,816 | $5,317-65.8% | $4,676-61.2% | $4,663-61.1% |
| Participant deferral / active EE | $16,162 | $6,466+149.9% | $5,629+187.1% | $6,691+141.6% |
| Admin fee / account holder | $4,445 | $19,316-77.0% | $15,914-72.1% | $13,402-66.8% |