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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 | $785,455 | $117,895+566.2% | $102,460+666.6% | $145,897+438.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 8.03% | 31.92%-23.9pp | 29.47%-21.4pp | 552.29%-544.3pp |
| Employer contribution / active EE | $10,000 | $3,619+176.3% | $3,025+230.6% | $4,663+114.5% |
| Participant deferral / active EE | $15,981 | $5,736+178.6% | $5,056+216.1% | $6,689+138.9% |
| Admin fee / account holder | $2,961 | $13,353-77.8% | $9,460-68.7% | $13,390-77.9% |