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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 | $815,968 | $148,623+449.0% | $135,974+500.1% | $139,466+485.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 10.25% | 79.30%-69.0pp | 68.30%-58.1pp | 373.66%-363.4pp |
| Employer contribution / active EE | $6,382 | $5,246+21.6% | $4,859+31.4% | $4,754+34.3% |
| Participant deferral / active EE | $14,084 | $8,103+73.8% | $7,760+81.5% | $6,712+109.8% |
| Admin fee / account holder | $11,591 | $12,406-6.6% | $10,767+7.7% | $11,409+1.6% |