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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 | $1,122,111 | $181,062+519.7% | $158,223+609.2% | $155,188+623.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 5.86% | 57.39%-51.5pp | 52.09%-46.2pp | 148.84%-143.0pp |
| Employer contribution / active EE | $29,624 | $4,565+549.0% | $4,109+621.0% | $4,248+597.4% |
| Participant deferral / active EE | $15,250 | $6,134+148.6% | $5,467+179.0% | $6,531+133.5% |
| Admin fee / account holder | $39,049 | $18,825+107.4% | $16,047+143.3% | $14,480+169.7% |