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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 | $1,896,405 | $251,004+655.5% | $191,597+889.8% | $138,895+1265.4% |
| Participation rate | 100.0% | 82.4%+17.6pp | 76.9%+23.1pp | 79.9%+20.1pp |
| Annual return | 6.95% | 31.05%-24.1pp | 27.07%-20.1pp | 145.39%-138.4pp |
| Employer contribution / active EE | $32,375 | $6,226+420.0% | $5,025+544.3% | $4,194+671.9% |
| Participant deferral / active EE | $0 | $8,154-100.0% | $6,850-100.0% | $6,396-100.0% |
| Admin fee / account holder | $31,305 | $31,471-0.5% | $22,799+37.3% | $12,562+149.2% |