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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 | $701,487 | $156,398+348.5% | $147,318+376.2% | $138,895+405.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 9.74% | 78.75%-69.0pp | 70.43%-60.7pp | 145.39%-135.7pp |
| Employer contribution / active EE | $36,816 | $4,853+658.6% | $4,593+701.6% | $4,194+777.8% |
| Participant deferral / active EE | $34,750 | $8,237+321.9% | $7,906+339.5% | $6,396+443.3% |
| Admin fee / account holder | $6,684 | $14,976-55.4% | $13,708-51.2% | $12,562-46.8% |