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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 | $702,018 | $135,956+416.4% | $123,894+466.6% | $273,972+156.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 0.65% | 56.63%-56.0pp | 47.52%-46.9pp | 41.46%-40.8pp |
| Employer contribution / active EE | $10,998 | $5,170+112.7% | $4,617+138.2% | $4,869+125.9% |
| Participant deferral / active EE | $12,000 | $6,343+89.2% | $5,984+100.5% | $5,287+127.0% |
| Admin fee / account holder | $23,044 | $9,817+134.7% | $8,357+175.7% | $10,133+127.4% |