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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 | $856,124 | $192,829+344.0% | $142,516+500.7% | $139,466+513.9% |
| Participation rate | 100.0% | 81.4%+18.6pp | 76.8%+23.2pp | 80.3%+19.7pp |
| Annual return | 9.41% | 17.99%-8.6pp | 19.99%-10.6pp | 373.66%-364.3pp |
| Employer contribution / active EE | $16,876 | $5,808+190.5% | $4,849+248.0% | $4,754+255.0% |
| Participant deferral / active EE | $10,560 | $7,200+46.7% | $6,280+68.2% | $6,712+57.3% |
| Admin fee / account holder | $28,163 | $15,120+86.3% | $10,008+181.4% | $11,409+146.9% |