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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 | $1,071,188 | $97,125+1002.9% | $86,233+1142.2% | $137,256+680.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 9.65% | 74.19%-64.5pp | 61.39%-51.7pp | 220.34%-210.7pp |
| Employer contribution / active EE | $6,138 | $2,841+116.0% | $2,504+145.1% | $4,156+47.7% |
| Participant deferral / active EE | $2,599 | $5,180-49.8% | $4,559-43.0% | $6,407-59.4% |
| Admin fee / account holder | $3,596 | $9,725-63.0% | $8,342-56.9% | $12,270-70.7% |