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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 | $1,329,304 | $100,970+1216.5% | $96,576+1276.4% | $137,256+868.5% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 12.30% | 38.16%-25.9pp | 38.47%-26.2pp | 220.34%-208.0pp |
| Employer contribution / active EE | $4,211 | $3,809+10.5% | $3,553+18.5% | $4,156+1.3% |
| Participant deferral / active EE | $18,533 | $8,286+123.7% | $7,956+132.9% | $6,407+189.3% |
| Admin fee / account holder | $99,229 | $11,312+777.2% | $11,381+771.9% | $12,270+708.7% |