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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 | $981,475 | $212,386+362.1% | $199,883+391.0% | $138,895+606.6% |
| Participation rate | 83.3% | 87.4%-4.0pp | 86.8%-3.4pp | 79.9%+3.4pp |
| Annual return | 10.50% | 47.75%-37.2pp | 43.81%-33.3pp | 145.39%-134.9pp |
| Employer contribution / active EE | $34,431 | $6,625+419.7% | $6,261+449.9% | $4,194+720.9% |
| Participant deferral / active EE | $0 | $9,617-100.0% | $9,138-100.0% | $6,396-100.0% |
| Admin fee / account holder | $121,445 | $18,233+566.1% | $17,268+603.3% | $12,562+866.8% |