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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 | $449,995 | $209,336+115.0% | $197,124+128.3% | $137,256+227.9% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 7.78% | 48.09%-40.3pp | 44.34%-36.6pp | 220.34%-212.6pp |
| Employer contribution / active EE | $14,861 | $6,591+125.5% | $6,227+138.6% | $4,156+257.6% |
| Participant deferral / active EE | $0 | $9,614-100.0% | $9,135-100.0% | $6,407-100.0% |
| Admin fee / account holder | $1,600 | $17,308-90.8% | $16,298-90.2% | $12,270-87.0% |