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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 | $811,659 | $156,398+419.0% | $147,318+451.0% | $138,895+484.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 8.88% | 78.75%-69.9pp | 70.43%-61.6pp | 145.39%-136.5pp |
| Employer contribution / active EE | $43,833 | $4,853+803.2% | $4,593+854.4% | $4,194+945.1% |
| Participant deferral / active EE | $21,706 | $8,237+163.5% | $7,906+174.5% | $6,396+239.4% |
| Admin fee / account holder | $7,195 | $14,976-52.0% | $13,708-47.5% | $12,562-42.7% |