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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 | $709,363 | $201,344+252.3% | $184,243+285.0% | $145,877+386.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 8.62% | 29.01%-20.4pp | 28.82%-20.2pp | 551.28%-542.7pp |
| Employer contribution / active EE | $13,198 | $7,022+87.9% | $6,427+105.4% | $4,663+183.0% |
| Participant deferral / active EE | $33,500 | $9,807+241.6% | $9,132+266.8% | $6,691+400.7% |
| Admin fee / account holder | $394,356 | $16,382+2307.3% | $13,914+2734.3% | $13,402+2842.5% |