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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 | $971,621 | $100,203+869.7% | $85,240+1039.9% | $145,897+566.0% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 7.82% | 84.28%-76.5pp | 66.75%-58.9pp | 552.29%-544.5pp |
| Employer contribution / active EE | $4,025 | $3,242+24.2% | $2,735+47.2% | $4,663-13.7% |
| Participant deferral / active EE | $10,000 | $5,299+88.7% | $4,527+120.9% | $6,689+49.5% |
| Admin fee / account holder | $3,349 | $7,265-53.9% | $6,165-45.7% | $13,390-75.0% |