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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 | $582,257 | $174,379+233.9% | $152,093+282.8% | $138,895+319.2% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 10.55% | 74.86%-64.3pp | 66.36%-55.8pp | 145.39%-134.8pp |
| Employer contribution / active EE | $8,005 | $4,652+72.1% | $4,175+91.7% | $4,194+90.9% |
| Participant deferral / active EE | $30,845 | $6,159+400.8% | $5,451+465.8% | $6,396+382.2% |
| Admin fee / account holder | $8,019 | $16,880-52.5% | $14,497-44.7% | $12,562-36.2% |