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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 | $475,548 | $185,905+155.8% | $170,057+179.6% | $139,487+240.9% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 10.34% | 60.56%-50.2pp | 53.42%-43.1pp | 373.84%-363.5pp |
| Employer contribution / active EE | $13,913 | $7,597+83.1% | $6,790+104.9% | $4,755+192.6% |
| Participant deferral / active EE | $7,864 | $11,627-32.4% | $10,411-24.5% | $6,713+17.2% |
| Admin fee / account holder | $2,310 | $15,397-85.0% | $12,826-82.0% | $11,407-79.7% |