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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 | $211,239+487.5% | $178,528+595.1% | $145,877+750.7% |
| Participation rate | 75.0% | 80.8%-5.8pp | 77.1%-2.1pp | 80.3%-5.3pp |
| Annual return | 6.01% | 30.22%-24.2pp | 27.11%-21.1pp | 551.28%-545.3pp |
| Employer contribution / active EE | $2,363 | $4,570-48.3% | $3,950-40.2% | $4,663-49.3% |
| Participant deferral / active EE | $7,625 | $6,963+9.5% | $6,278+21.4% | $6,691+14.0% |
| Admin fee / account holder | $568 | $12,095-95.3% | $10,419-94.6% | $13,402-95.8% |