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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 | $800,988 | $72,071+1011.4% | $68,368+1071.6% | $137,256+483.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 11.95% | 353.14%-341.2pp | 292.57%-280.6pp | 220.34%-208.4pp |
| Employer contribution / active EE | $3,167 | $2,788+13.6% | $2,649+19.5% | $4,156-23.8% |
| Participant deferral / active EE | $34,987 | $4,410+693.4% | $4,123+748.6% | $6,407+446.1% |
| Admin fee / account holder | $3,313 | $5,336-37.9% | $5,150-35.7% | $12,270-73.0% |