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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 | $1,504,706 | $156,398+862.1% | $147,318+921.4% | $138,895+983.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 12.09% | 78.75%-66.7pp | 70.43%-58.3pp | 145.39%-133.3pp |
| Employer contribution / active EE | $24,203 | $4,853+398.7% | $4,593+427.0% | $4,194+477.0% |
| Participant deferral / active EE | $15,500 | $8,237+88.2% | $7,906+96.0% | $6,396+142.3% |
| Admin fee / account holder | $57,509 | $14,976+284.0% | $13,708+319.5% | $12,562+357.8% |