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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 | $530,969 | $212,386+150.0% | $199,883+165.6% | $138,895+282.3% |
| Participation rate | 71.4% | 87.4%-15.9pp | 86.8%-15.3pp | 79.9%-8.5pp |
| Annual return | 9.27% | 47.75%-38.5pp | 43.81%-34.5pp | 145.39%-136.1pp |
| Employer contribution / active EE | $2,552 | $6,625-61.5% | $6,261-59.2% | $4,194-39.1% |
| Participant deferral / active EE | $7,174 | $9,617-25.4% | $9,138-21.5% | $6,396+12.2% |
| Admin fee / account holder | $1,000 | $18,233-94.5% | $17,268-94.2% | $12,562-92.0% |