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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 | $819,856 | $183,592+346.6% | $155,574+427.0% | $145,877+462.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 8.62% | 61.37%-52.8pp | 64.87%-56.2pp | 551.28%-542.7pp |
| Employer contribution / active EE | $4,122 | $5,317-22.5% | $4,676-11.9% | $4,663-11.6% |
| Participant deferral / active EE | $15,575 | $6,466+140.9% | $5,629+176.7% | $6,691+132.8% |
| Admin fee / account holder | $6,003 | $19,316-68.9% | $15,914-62.3% | $13,402-55.2% |