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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 | $711,666 | $171,272+315.5% | $127,803+456.8% | $152,897+365.5% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.0%+21.0pp | 82.5%+17.5pp |
| Annual return | 11.97% | 23.54%-11.6pp | 26.14%-14.2pp | 345.43%-333.5pp |
| Employer contribution / active EE | $21,282 | $5,451+290.4% | $4,576+365.1% | $4,764+346.8% |
| Participant deferral / active EE | $12,388 | $7,043+75.9% | $6,023+105.7% | $5,851+111.7% |
| Admin fee / account holder | $34,869 | $14,540+139.8% | $9,399+271.0% | $11,599+200.6% |