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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 | $525,236 | $174,379+201.2% | $152,093+245.3% | $138,895+278.2% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 7.46% | 74.86%-67.4pp | 66.36%-58.9pp | 145.39%-137.9pp |
| Employer contribution / active EE | $35,000 | $4,652+652.4% | $4,175+738.4% | $4,194+734.5% |
| Participant deferral / active EE | $0 | $6,159-100.0% | $5,451-100.0% | $6,396-100.0% |
| Admin fee / account holder | $1,734 | $16,880-89.7% | $14,497-88.0% | $12,562-86.2% |