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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 | $844,130 | $174,379+384.1% | $152,093+455.0% | $138,895+507.7% |
| Participation rate | 85.7% | 81.6%+4.1pp | 77.8%+7.9pp | 79.9%+5.8pp |
| Annual return | 10.62% | 74.86%-64.2pp | 66.36%-55.7pp | 145.39%-134.8pp |
| Employer contribution / active EE | $3,300 | $4,652-29.1% | $4,175-21.0% | $4,194-21.3% |
| Participant deferral / active EE | $5,935 | $6,159-3.6% | $5,451+8.9% | $6,396-7.2% |
| Admin fee / account holder | $18,285 | $16,880+8.3% | $14,497+26.1% | $12,562+45.6% |