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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 | $501,656 | $174,379+187.7% | $152,093+229.8% | $138,895+261.2% |
| Participation rate | 71.4% | 81.6%-10.2pp | 77.8%-6.3pp | 79.9%-8.5pp |
| Annual return | 9.60% | 74.86%-65.3pp | 66.36%-56.8pp | 145.39%-135.8pp |
| Employer contribution / active EE | $2,531 | $4,652-45.6% | $4,175-39.4% | $4,194-39.6% |
| Participant deferral / active EE | $3,389 | $6,159-45.0% | $5,451-37.8% | $6,396-47.0% |
| Admin fee / account holder | $2,334 | $16,880-86.2% | $14,497-83.9% | $12,562-81.4% |