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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 | $543,969 | $217,432+150.2% | $185,851+192.7% | $167,553+224.7% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 7.75% | 148.43%-140.7pp | 122.11%-114.4pp | 478.89%-471.1pp |
| Employer contribution / active EE | $11,838 | $5,874+101.5% | $5,168+129.0% | $4,840+144.6% |
| Participant deferral / active EE | $7,288 | $6,357+14.6% | $5,569+30.9% | $6,343+14.9% |
| Admin fee / account holder | $971 | $19,820-95.1% | $16,245-94.0% | $12,316-92.1% |