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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 | $1,853,207 | $157,304+1078.1% | $141,197+1212.5% | $152,909+1112.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 8.10% | 64.34%-56.2pp | 71.41%-63.3pp | 345.46%-337.4pp |
| Employer contribution / active EE | $8,058 | $5,263+53.1% | $4,736+70.1% | $4,764+69.1% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $25,669 | $12,126+111.7% | $10,265+150.1% | $11,601+121.3% |