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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 | $1,758,330 | $154,228+1040.1% | $145,433+1109.0% | $137,256+1181.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 8.08% | 74.59%-66.5pp | 66.58%-58.5pp | 220.34%-212.3pp |
| Employer contribution / active EE | $2,986 | $4,804-37.8% | $4,554-34.4% | $4,156-28.2% |
| Participant deferral / active EE | $5,098 | $8,216-37.9% | $7,897-35.4% | $6,407-20.4% |
| Admin fee / account holder | $75,925 | $14,344+429.3% | $13,129+478.3% | $12,270+518.8% |