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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 | $156,398+210.7% | $147,318+229.9% | $138,895+249.9% |
| Participation rate | 85.7% | 83.8%+2.0pp | 82.1%+3.6pp | 79.9%+5.8pp |
| Annual return | 11.03% | 78.75%-67.7pp | 70.43%-59.4pp | 145.39%-134.4pp |
| Employer contribution / active EE | $12,344 | $4,853+154.3% | $4,593+168.8% | $4,194+194.3% |
| Participant deferral / active EE | $7,106 | $8,237-13.7% | $7,906-10.1% | $6,396+11.1% |
| Admin fee / account holder | $13,178 | $14,976-12.0% | $13,708-3.9% | $12,562+4.9% |