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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 | $695,223 | $154,228+350.8% | $145,433+378.0% | $137,256+406.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 8.07% | 74.59%-66.5pp | 66.58%-58.5pp | 220.34%-212.3pp |
| Employer contribution / active EE | $21,800 | $4,804+353.8% | $4,554+378.6% | $4,156+424.5% |
| Participant deferral / active EE | $21,800 | $8,216+165.3% | $7,897+176.0% | $6,407+240.3% |
| Admin fee / account holder | $1,985 | $14,344-86.2% | $13,129-84.9% | $12,270-83.8% |