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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 | $3,029,049 | $148,629+1938.0% | $135,982+2127.5% | $139,487+2071.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 7.46% | 79.33%-71.9pp | 68.32%-60.9pp | 373.84%-366.4pp |
| Employer contribution / active EE | $1,448 | $5,247-72.4% | $4,859-70.2% | $4,755-69.5% |
| Participant deferral / active EE | $2,890 | $8,102-64.3% | $7,760-62.8% | $6,713-56.9% |
| Admin fee / account holder | $200,000 | $12,406+1512.1% | $10,767+1757.5% | $11,407+1653.3% |