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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 | $211,288+487.3% | $178,540+595.1% | $145,884+750.7% |
| Participation rate | 75.0% | 80.8%-5.8pp | 77.1%-2.1pp | 80.3%-5.3pp |
| Annual return | 6.01% | 30.27%-24.3pp | 27.15%-21.1pp | 551.85%-545.8pp |
| Employer contribution / active EE | $2,363 | $4,574-48.3% | $3,953-40.2% | $4,662-49.3% |
| Participant deferral / active EE | $7,625 | $6,967+9.5% | $6,281+21.4% | $6,690+14.0% |
| Admin fee / account holder | $568 | $12,105-95.3% | $10,424-94.6% | $13,392-95.8% |