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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 | $184,014+220.7% | $161,149+266.2% | $138,895+324.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 8.42% | 21.52%-13.1pp | 21.16%-12.7pp | 145.39%-137.0pp |
| Employer contribution / active EE | $16,327 | $5,055+223.0% | $4,360+274.5% | $4,194+289.3% |
| Participant deferral / active EE | $18,526 | $6,909+168.1% | $6,153+201.1% | $6,396+189.6% |
| Admin fee / account holder | $1,491 | $18,027-91.7% | $15,194-90.2% | $12,562-88.1% |