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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 | $801,699 | $111,814+617.0% | $103,374+675.5% | $145,959+449.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 8.56% | 24.77%-16.2pp | 24.89%-16.3pp | 561.95%-553.4pp |
| Employer contribution / active EE | $10,406 | $4,214+147.0% | $3,869+168.9% | $4,661+123.3% |
| Participant deferral / active EE | $10,981 | $5,618+95.5% | $5,058+117.1% | $6,689+64.2% |
| Admin fee / account holder | $758 | $9,754-92.2% | $8,394-91.0% | $13,398-94.3% |