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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 | $639,576 | $227,291+181.4% | $214,702+197.9% | $155,188+312.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 7.10% | 60.08%-53.0pp | 54.55%-47.5pp | 148.84%-141.7pp |
| Employer contribution / active EE | $3,237 | $6,772-52.2% | $6,461-49.9% | $4,248-23.8% |
| Participant deferral / active EE | $8,395 | $9,582-12.4% | $9,147-8.2% | $6,531+28.5% |
| Admin fee / account holder | $1,638 | $20,413-92.0% | $19,830-91.7% | $14,480-88.7% |