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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 | $500,643 | $154,228+224.6% | $145,433+244.2% | $137,256+264.8% |
| Participation rate | 77.8% | 83.8%-6.0pp | 82.1%-4.3pp | 80.0%-2.2pp |
| Annual return | 12.09% | 74.59%-62.5pp | 66.58%-54.5pp | 220.34%-208.3pp |
| Employer contribution / active EE | $2,906 | $4,804-39.5% | $4,554-36.2% | $4,156-30.1% |
| Participant deferral / active EE | $4,640 | $8,216-43.5% | $7,897-41.2% | $6,407-27.6% |
| Admin fee / account holder | $3,919 | $14,344-72.7% | $13,129-70.2% | $12,270-68.1% |