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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 | $833,207 | $76,371+991.0% | $93,621+790.0% | $72,975+1041.8% |
| Participation rate | 100.0% | 71.8%+28.2pp | 75.8%+24.2pp | 69.5%+30.5pp |
| Annual return | 9.28% | 25.82%-16.5pp | 32.76%-23.5pp | 81.01%-71.7pp |
| Employer contribution / active EE | $14,973 | $2,276+557.9% | $2,719+450.7% | $2,440+513.6% |
| Participant deferral / active EE | $0 | $3,538-100.0% | $4,070-100.0% | $3,608-100.0% |
| Admin fee / account holder | $20,182 | $6,839+195.1% | $7,890+155.8% | $5,124+293.9% |