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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 | $1,240,971 | $211,224+487.5% | $178,505+595.2% | $145,897+750.6% |
| Participation rate | 75.0% | 80.8%-5.8pp | 77.1%-2.1pp | 80.3%-5.3pp |
| Annual return | 6.01% | 30.28%-24.3pp | 27.16%-21.1pp | 552.29%-546.3pp |
| Employer contribution / active EE | $2,363 | $4,577-48.4% | $3,955-40.3% | $4,663-49.3% |
| Participant deferral / active EE | $7,625 | $6,966+9.5% | $6,280+21.4% | $6,689+14.0% |
| Admin fee / account holder | $568 | $12,109-95.3% | $10,428-94.6% | $13,390-95.8% |