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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 | $519,082 | $125,778+312.7% | $114,563+353.1% | $154,746+235.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.9%+27.1pp | 80.7%+19.3pp |
| Annual return | 5.68% | 295.14%-289.5pp | 241.09%-235.4pp | 172.34%-166.7pp |
| Employer contribution / active EE | $3,240 | $2,806+15.5% | $2,592+25.0% | $4,379-26.0% |
| Participant deferral / active EE | $50,000 | $4,445+1025.0% | $4,142+1107.1% | $6,730+642.9% |
| Admin fee / account holder | $10,744 | $8,190+31.2% | $7,623+40.9% | $14,365-25.2% |