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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 | $527,968 | $156,398+237.6% | $147,318+258.4% | $138,895+280.1% |
| Participation rate | 87.5% | 83.8%+3.7pp | 82.1%+5.4pp | 79.9%+7.6pp |
| Annual return | 10.08% | 78.75%-68.7pp | 70.43%-60.4pp | 145.39%-135.3pp |
| Employer contribution / active EE | $9,461 | $4,853+94.9% | $4,593+106.0% | $4,194+125.6% |
| Participant deferral / active EE | $9,461 | $8,237+14.9% | $7,906+19.7% | $6,396+47.9% |
| Admin fee / account holder | $6,286 | $14,976-58.0% | $13,708-54.1% | $12,562-50.0% |