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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 | $768,452 | $148,582+417.2% | $135,942+465.3% | $139,456+451.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 8.23% | 79.26%-71.0pp | 68.28%-60.0pp | 373.45%-365.2pp |
| Employer contribution / active EE | $5,300 | $5,245+1.1% | $4,858+9.1% | $4,753+11.5% |
| Participant deferral / active EE | $30,000 | $8,101+270.3% | $7,759+286.7% | $6,711+347.0% |
| Admin fee / account holder | $3,481 | $12,402-71.9% | $10,764-67.7% | $11,407-69.5% |