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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 | $605,369 | $182,442+231.8% | $163,379+270.5% | $138,895+335.8% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.8%+23.2pp | 79.9%+20.1pp |
| Annual return | 6.23% | 72.74%-66.5pp | 63.41%-57.2pp | 145.39%-139.2pp |
| Employer contribution / active EE | $6,214 | $4,159+49.4% | $3,752+65.6% | $4,194+48.2% |
| Participant deferral / active EE | $10,143 | $6,817+48.8% | $6,282+61.5% | $6,396+58.6% |
| Admin fee / account holder | $7,143 | $10,396-31.3% | $9,818-27.2% | $12,562-43.1% |