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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 | $502,370 | $228,352+120.0% | $185,835+170.3% | $158,966+216.0% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 4.28% | 40.81%-36.5pp | 35.96%-31.7pp | 302.95%-298.7pp |
| Employer contribution / active EE | $20,995 | $4,967+322.7% | $4,087+413.7% | $4,762+340.8% |
| Participant deferral / active EE | $0 | $6,416-100.0% | $5,633-100.0% | $5,983-100.0% |
| Admin fee / account holder | $11,033 | $11,867-7.0% | $9,502+16.1% | $11,250-1.9% |