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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 | $932,100 | $95,959+871.3% | $97,411+856.9% | $138,895+571.1% |
| Participation rate | 100.0% | 81.8%+18.2pp | 80.4%+19.6pp | 79.9%+20.1pp |
| Annual return | 5.87% | 29.30%-23.4pp | 34.72%-28.8pp | 145.39%-139.5pp |
| Employer contribution / active EE | $9,000 | $4,278+110.4% | $4,210+113.8% | $4,194+114.6% |
| Participant deferral / active EE | $30,480 | $5,876+418.7% | $5,886+417.9% | $6,396+376.5% |
| Admin fee / account holder | $370 | $7,555-95.1% | $7,145-94.8% | $12,562-97.1% |