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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 | $592,854 | $182,442+225.0% | $163,379+262.9% | $138,895+326.8% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.8%+23.2pp | 79.9%+20.1pp |
| Annual return | 8.40% | 72.74%-64.3pp | 63.41%-55.0pp | 145.39%-137.0pp |
| Employer contribution / active EE | $19,862 | $4,159+377.5% | $3,752+429.3% | $4,194+373.6% |
| Participant deferral / active EE | $0 | $6,817-100.0% | $6,282-100.0% | $6,396-100.0% |
| Admin fee / account holder | $27,537 | $10,396+164.9% | $9,818+180.5% | $12,562+119.2% |