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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 | $1,361,419 | $174,379+680.7% | $152,093+795.1% | $138,895+880.2% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 4.17% | 74.86%-70.7pp | 66.36%-62.2pp | 145.39%-141.2pp |
| Employer contribution / active EE | $22,281 | $4,652+379.0% | $4,175+433.7% | $4,194+431.2% |
| Participant deferral / active EE | $32,080 | $6,159+420.8% | $5,451+488.5% | $6,396+401.5% |
| Admin fee / account holder | $56,980 | $16,880+237.6% | $14,497+293.1% | $12,562+353.6% |