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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 | $590,143 | $199,109+196.4% | $173,730+239.7% | $154,746+281.4% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 8.42% | 20.02%-11.6pp | 19.96%-11.5pp | 172.34%-163.9pp |
| Employer contribution / active EE | $16,327 | $5,311+207.4% | $4,577+256.7% | $4,379+272.8% |
| Participant deferral / active EE | $18,526 | $7,113+160.5% | $6,326+192.8% | $6,730+175.3% |
| Admin fee / account holder | $1,491 | $20,916-92.9% | $17,523-91.5% | $14,365-89.6% |