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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 | $462,455 | $106,749+333.2% | $145,433+218.0% | $82,448+460.9% |
| Participation rate | 94.7% | 75.6%+19.1pp | 82.1%+12.6pp | 68.1%+26.7pp |
| Annual return | 14.04% | 27.59%-13.6pp | 66.58%-52.5pp | 41.64%-27.6pp |
| Employer contribution / active EE | $6,361 | $3,444+84.7% | $4,554+39.7% | $2,551+149.4% |
| Participant deferral / active EE | $14,279 | $6,519+119.1% | $7,897+80.8% | $4,139+245.0% |
| Admin fee / account holder | $24,680 | $8,390+194.2% | $13,129+88.0% | $7,234+241.2% |