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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 | $904,158 | $174,379+418.5% | $152,093+494.5% | $138,895+551.0% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 6.74% | 74.86%-68.1pp | 66.36%-59.6pp | 145.39%-138.7pp |
| Employer contribution / active EE | $3,668 | $4,652-21.2% | $4,175-12.1% | $4,194-12.6% |
| Participant deferral / active EE | $8,908 | $6,159+44.6% | $5,451+63.4% | $6,396+39.3% |
| Admin fee / account holder | $3,331 | $16,880-80.3% | $14,497-77.0% | $12,562-73.5% |