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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 | $1,697,112 | $70,366+2311.8% | $66,674+2445.4% | $138,895+1121.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 4.48% | 386.41%-381.9pp | 321.24%-316.8pp | 145.39%-140.9pp |
| Employer contribution / active EE | $46,500 | $2,765+1581.7% | $2,620+1674.8% | $4,194+1008.7% |
| Participant deferral / active EE | $26,730 | $4,374+511.1% | $4,084+554.5% | $6,396+317.9% |
| Admin fee / account holder | $7,095 | $5,262+34.8% | $5,098+39.2% | $12,562-43.5% |