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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 | $501,031 | $183,592+172.9% | $155,574+222.1% | $145,877+243.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 5.58% | 61.37%-55.8pp | 64.87%-59.3pp | 551.28%-545.7pp |
| Employer contribution / active EE | $1,204 | $5,317-77.4% | $4,676-74.3% | $4,663-74.2% |
| Participant deferral / active EE | $10,499 | $6,466+62.4% | $5,629+86.5% | $6,691+56.9% |
| Admin fee / account holder | $973 | $19,316-95.0% | $15,914-93.9% | $13,402-92.7% |