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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 | $156,398+280.0% | $147,318+303.4% | $138,895+327.8% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 79.9%-4.9pp |
| Annual return | 9.94% | 78.75%-68.8pp | 70.43%-60.5pp | 145.39%-135.4pp |
| Employer contribution / active EE | $2,326 | $4,853-52.1% | $4,593-49.4% | $4,194-44.5% |
| Participant deferral / active EE | $16,631 | $8,237+101.9% | $7,906+110.4% | $6,396+160.0% |
| Admin fee / account holder | $7,336 | $14,976-51.0% | $13,708-46.5% | $12,562-41.6% |