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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 | $1,406,346 | $156,398+799.2% | $147,318+854.6% | $138,895+912.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 11.06% | 78.75%-67.7pp | 70.43%-59.4pp | 145.39%-134.3pp |
| Employer contribution / active EE | $7,388 | $4,853+52.2% | $4,593+60.8% | $4,194+76.1% |
| Participant deferral / active EE | $21,500 | $8,237+161.0% | $7,906+171.9% | $6,396+236.1% |
| Admin fee / account holder | $806,929 | $14,976+5288.3% | $13,708+5786.7% | $12,562+6323.5% |