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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 | $463,006 | $199,109+132.5% | $173,730+166.5% | $154,746+199.2% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 8.36% | 20.02%-11.7pp | 19.96%-11.6pp | 172.34%-164.0pp |
| Employer contribution / active EE | $38,571 | $5,311+626.2% | $4,577+742.6% | $4,379+780.8% |
| Participant deferral / active EE | $5,642 | $7,113-20.7% | $6,326-10.8% | $6,730-16.2% |
| Admin fee / account holder | $1,505 | $20,916-92.8% | $17,523-91.4% | $14,365-89.5% |