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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 | $561,535 | $157,304+257.0% | $141,197+297.7% | $152,909+267.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 13.73% | 64.34%-50.6pp | 71.41%-57.7pp | 345.46%-331.7pp |
| Employer contribution / active EE | $2,356 | $5,263-55.2% | $4,736-50.3% | $4,764-50.5% |
| Participant deferral / active EE | $3,799 | $7,111-46.6% | $6,710-43.4% | $5,851-35.1% |
| Admin fee / account holder | $9,560 | $12,126-21.2% | $10,265-6.9% | $11,601-17.6% |