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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 | $178,174+231.2% | $156,181+277.9% | $137,256+330.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 8.42% | 84.19%-75.8pp | 64.87%-56.5pp | 220.34%-211.9pp |
| Employer contribution / active EE | $16,327 | $4,972+228.4% | $4,294+280.2% | $4,156+292.9% |
| Participant deferral / active EE | $18,526 | $6,888+169.0% | $6,132+202.1% | $6,407+189.2% |
| Admin fee / account holder | $1,491 | $17,404-91.4% | $14,586-89.8% | $12,270-87.8% |