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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 | $456,265 | $154,228+195.8% | $145,433+213.7% | $137,256+232.4% |
| Participation rate | 91.7% | 83.8%+7.9pp | 82.1%+9.5pp | 80.0%+11.7pp |
| Annual return | 8.02% | 74.59%-66.6pp | 66.58%-58.6pp | 220.34%-212.3pp |
| Employer contribution / active EE | $12,351 | $4,804+157.1% | $4,554+171.2% | $4,156+197.2% |
| Participant deferral / active EE | $14,756 | $8,216+79.6% | $7,897+86.9% | $6,407+130.3% |
| Admin fee / account holder | $52,556 | $14,344+266.4% | $13,129+300.3% | $12,270+328.3% |