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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 | $760,669 | $154,228+393.2% | $145,433+423.0% | $137,256+454.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 9.63% | 74.59%-65.0pp | 66.58%-56.9pp | 220.34%-210.7pp |
| Employer contribution / active EE | $21,913 | $4,804+356.1% | $4,554+381.1% | $4,156+427.3% |
| Participant deferral / active EE | $8,642 | $8,216+5.2% | $7,897+9.4% | $6,407+34.9% |
| Admin fee / account holder | $37,881 | $14,344+164.1% | $13,129+188.5% | $12,270+208.7% |