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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 | $628,248 | $124,330+405.3% | $109,173+475.5% | $167,536+275.0% |
| Participation rate | 100.0% | 79.5%+20.5pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 7.33% | 26.04%-18.7pp | 25.75%-18.4pp | 478.82%-471.5pp |
| Employer contribution / active EE | $10,054 | $4,209+138.9% | $3,723+170.1% | $4,839+107.8% |
| Participant deferral / active EE | $7,199 | $5,256+37.0% | $4,654+54.7% | $6,342+13.5% |
| Admin fee / account holder | $24,393 | $7,974+205.9% | $6,755+261.1% | $12,315+98.1% |