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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 | $701,559 | $154,228+354.9% | $145,433+382.4% | $137,256+411.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 10.12% | 74.59%-64.5pp | 66.58%-56.5pp | 220.34%-210.2pp |
| Employer contribution / active EE | $7,588 | $4,804+58.0% | $4,554+66.6% | $4,156+82.6% |
| Participant deferral / active EE | $11,518 | $8,216+40.2% | $7,897+45.9% | $6,407+79.8% |
| Admin fee / account holder | $4,910 | $14,344-65.8% | $13,129-62.6% | $12,270-60.0% |