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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 | $1,420,294 | $115,814+1126.4% | $101,275+1302.4% | $158,982+793.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 3.31% | 56.16%-52.8pp | 46.48%-43.2pp | 302.99%-299.7pp |
| Employer contribution / active EE | $12,500 | $4,176+199.3% | $3,660+241.5% | $4,763+162.4% |
| Participant deferral / active EE | $25,000 | $4,958+404.2% | $4,371+472.0% | $5,983+317.8% |
| Admin fee / account holder | $806 | $7,249-88.9% | $5,948-86.5% | $11,252-92.8% |