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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 | $1,642,597 | $184,014+792.6% | $161,149+919.3% | $138,895+1082.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 8.67% | 21.52%-12.9pp | 21.16%-12.5pp | 145.39%-136.7pp |
| Employer contribution / active EE | $70,000 | $5,055+1284.7% | $4,360+1505.5% | $4,194+1569.0% |
| Participant deferral / active EE | $7,500 | $6,909+8.5% | $6,153+21.9% | $6,396+17.3% |
| Admin fee / account holder | $10,868 | $18,027-39.7% | $15,194-28.5% | $12,562-13.5% |