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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 | $162,136+181.4% | $152,301+199.6% | $154,746+194.8% |
| Participation rate | 91.7% | 84.1%+7.6pp | 82.4%+9.2pp | 80.7%+11.0pp |
| Annual return | 8.02% | 91.02%-83.0pp | 80.50%-72.5pp | 172.34%-164.3pp |
| Employer contribution / active EE | $12,351 | $4,890+152.6% | $4,624+167.1% | $4,379+182.1% |
| Participant deferral / active EE | $14,756 | $8,341+76.9% | $8,004+84.4% | $6,730+119.3% |
| Admin fee / account holder | $52,556 | $15,759+233.5% | $14,398+265.0% | $14,365+265.9% |