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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 | $557,841 | $154,228+261.7% | $145,433+283.6% | $137,256+306.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 8.92% | 74.59%-65.7pp | 66.58%-57.7pp | 220.34%-211.4pp |
| Employer contribution / active EE | $11,232 | $4,804+133.8% | $4,554+146.6% | $4,156+170.3% |
| Participant deferral / active EE | $11,333 | $8,216+37.9% | $7,897+43.5% | $6,407+76.9% |
| Admin fee / account holder | $31,062 | $14,344+116.6% | $13,129+136.6% | $12,270+153.2% |