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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 | $768,827 | $212,386+262.0% | $199,883+284.6% | $138,895+453.5% |
| Participation rate | 80.0% | 87.4%-7.4pp | 86.8%-6.8pp | 79.9%+0.1pp |
| Annual return | 11.36% | 47.75%-36.4pp | 43.81%-32.4pp | 145.39%-134.0pp |
| Employer contribution / active EE | $2,567 | $6,625-61.3% | $6,261-59.0% | $4,194-38.8% |
| Participant deferral / active EE | $4,217 | $9,617-56.2% | $9,138-53.9% | $6,396-34.1% |
| Admin fee / account holder | $7,514 | $18,233-58.8% | $17,268-56.5% | $12,562-40.2% |