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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 | $1,155,723 | $152,619+657.3% | $125,195+823.1% | $152,909+655.8% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 9.57% | 54.85%-45.3pp | 43.79%-34.2pp | 345.46%-335.9pp |
| Employer contribution / active EE | $0 | $4,947-100.0% | $3,866-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $6,000 | $5,869+2.2% | $4,937+21.5% | $5,851+2.5% |
| Admin fee / account holder | $12,214 | $13,437-9.1% | $9,704+25.9% | $11,601+5.3% |