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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 | $495,907 | $157,304+215.3% | $141,197+251.2% | $152,909+224.3% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.5%-2.5pp |
| Annual return | 7.60% | 64.34%-56.7pp | 71.41%-63.8pp | 345.46%-337.9pp |
| Employer contribution / active EE | $41,003 | $5,263+679.2% | $4,736+765.7% | $4,764+760.7% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $188,318 | $12,126+1453.0% | $10,265+1734.6% | $11,601+1523.3% |