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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 | $156,398+1024.3% | $147,318+1093.6% | $138,895+1165.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 8.08% | 78.75%-70.7pp | 70.43%-62.4pp | 145.39%-137.3pp |
| Employer contribution / active EE | $2,986 | $4,853-38.5% | $4,593-35.0% | $4,194-28.8% |
| Participant deferral / active EE | $5,098 | $8,237-38.1% | $7,906-35.5% | $6,396-20.3% |
| Admin fee / account holder | $75,925 | $14,976+407.0% | $13,708+453.9% | $12,562+504.4% |