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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 | $556,492 | $178,174+212.3% | $156,181+256.3% | $137,256+305.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 6.67% | 84.19%-77.5pp | 64.87%-58.2pp | 220.34%-213.7pp |
| Employer contribution / active EE | $2,085 | $4,972-58.1% | $4,294-51.4% | $4,156-49.8% |
| Participant deferral / active EE | $7,084 | $6,888+2.9% | $6,132+15.5% | $6,407+10.6% |
| Admin fee / account holder | $37,848 | $17,404+117.5% | $14,586+159.5% | $12,270+208.5% |