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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 | $713,395 | $70,366+913.8% | $66,674+970.0% | $138,895+413.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 8.14% | 386.41%-378.3pp | 321.24%-313.1pp | 145.39%-137.3pp |
| Employer contribution / active EE | $8,730 | $2,765+215.7% | $2,620+233.2% | $4,194+108.1% |
| Participant deferral / active EE | $16,594 | $4,374+279.4% | $4,084+306.3% | $6,396+159.4% |
| Admin fee / account holder | $16,554 | $5,262+214.6% | $5,098+224.7% | $12,562+31.8% |