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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 | $593,997 | $174,379+240.6% | $152,093+290.5% | $138,895+327.7% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 9.49% | 74.86%-65.4pp | 66.36%-56.9pp | 145.39%-135.9pp |
| Employer contribution / active EE | $17,263 | $4,652+271.1% | $4,175+313.5% | $4,194+311.6% |
| Participant deferral / active EE | $4,336 | $6,159-29.6% | $5,451-20.5% | $6,396-32.2% |
| Admin fee / account holder | $25,278 | $16,880+49.8% | $14,497+74.4% | $12,562+101.2% |