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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 | $485,959 | $154,228+215.1% | $145,433+234.1% | $137,256+254.1% |
| Participation rate | 85.7% | 83.8%+1.9pp | 82.1%+3.6pp | 80.0%+5.8pp |
| Annual return | 11.03% | 74.59%-63.6pp | 66.58%-55.5pp | 220.34%-209.3pp |
| Employer contribution / active EE | $12,344 | $4,804+157.0% | $4,554+171.0% | $4,156+197.0% |
| Participant deferral / active EE | $7,106 | $8,216-13.5% | $7,897-10.0% | $6,407+10.9% |
| Admin fee / account holder | $13,178 | $14,344-8.1% | $13,129+0.4% | $12,270+7.4% |