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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 | $456,767 | $154,228+196.2% | $145,433+214.1% | $137,256+232.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 12.23% | 74.59%-62.4pp | 66.58%-54.3pp | 220.34%-208.1pp |
| Employer contribution / active EE | $34,145 | $4,804+610.8% | $4,554+649.7% | $4,156+721.6% |
| Participant deferral / active EE | $10,164 | $8,216+23.7% | $7,897+28.7% | $6,407+58.7% |
| Admin fee / account holder | $29,874 | $14,344+108.3% | $13,129+127.5% | $12,270+143.5% |