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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 | $1,575,312 | $111,535+1312.4% | $105,223+1397.1% | $137,256+1047.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 9.34% | 237.85%-228.5pp | 180.65%-171.3pp | 220.34%-211.0pp |
| Employer contribution / active EE | $55,625 | $3,939+1312.0% | $3,689+1408.1% | $4,156+1238.4% |
| Participant deferral / active EE | $62,000 | $5,500+1027.3% | $5,072+1122.5% | $6,407+867.7% |
| Admin fee / account holder | $1,304,406 | $9,721+13317.8% | $8,859+14624.4% | $12,270+10530.7% |