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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 | $1,533,253 | $185,905+724.8% | $170,057+801.6% | $139,487+999.2% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 9.15% | 60.56%-51.4pp | 53.42%-44.3pp | 373.84%-364.7pp |
| Employer contribution / active EE | $38,364 | $7,597+405.0% | $6,790+465.0% | $4,755+706.9% |
| Participant deferral / active EE | $18,625 | $11,627+60.2% | $10,411+78.9% | $6,713+177.5% |
| Admin fee / account holder | $46,186 | $15,397+200.0% | $12,826+260.1% | $11,407+304.9% |