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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 | $1,383,209 | $156,398+784.4% | $147,318+838.9% | $138,895+895.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 11.69% | 78.75%-67.1pp | 70.43%-58.7pp | 145.39%-133.7pp |
| Employer contribution / active EE | $3,140 | $4,853-35.3% | $4,593-31.6% | $4,194-25.1% |
| Participant deferral / active EE | $34,750 | $8,237+321.9% | $7,906+339.5% | $6,396+443.3% |
| Admin fee / account holder | $83,337 | $14,976+456.5% | $13,708+508.0% | $12,562+563.4% |