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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 | $554,900 | $154,228+259.8% | $145,433+281.6% | $137,256+304.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 11.33% | 74.59%-63.3pp | 66.58%-55.2pp | 220.34%-209.0pp |
| Employer contribution / active EE | $8,835 | $4,804+83.9% | $4,554+94.0% | $4,156+112.6% |
| Participant deferral / active EE | $13,753 | $8,216+67.4% | $7,897+74.2% | $6,407+114.7% |
| Admin fee / account holder | $1,282 | $14,344-91.1% | $13,129-90.2% | $12,270-89.6% |