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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 | $594,249 | $162,136+266.5% | $152,301+290.2% | $154,746+284.0% |
| Participation rate | 75.0% | 84.1%-9.1pp | 82.4%-7.4pp | 80.7%-5.7pp |
| Annual return | 9.94% | 91.02%-81.1pp | 80.50%-70.6pp | 172.34%-162.4pp |
| Employer contribution / active EE | $2,326 | $4,890-52.4% | $4,624-49.7% | $4,379-46.9% |
| Participant deferral / active EE | $16,631 | $8,341+99.4% | $8,004+107.8% | $6,730+147.1% |
| Admin fee / account holder | $7,336 | $15,759-53.4% | $14,398-49.0% | $14,365-48.9% |