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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 | $692,188 | $172,111+302.2% | $150,298+360.5% | $137,256+404.3% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 10.71% | 69.37%-58.7pp | 62.79%-52.1pp | 220.34%-209.6pp |
| Employer contribution / active EE | $13,242 | $4,636+185.6% | $4,154+218.8% | $4,156+218.6% |
| Participant deferral / active EE | $8,625 | $6,166+39.9% | $5,453+58.2% | $6,407+34.6% |
| Admin fee / account holder | $50,432 | $16,471+206.2% | $14,116+257.3% | $12,270+311.0% |