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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 | $511,111 | $223,823+128.4% | $211,142+142.1% | $154,746+230.3% |
| Participation rate | 91.7% | 87.9%+3.8pp | 87.3%+4.4pp | 80.7%+11.0pp |
| Annual return | 10.02% | 50.39%-40.4pp | 46.84%-36.8pp | 172.34%-162.3pp |
| Employer contribution / active EE | $3,770 | $6,787-44.4% | $6,442-41.5% | $4,379-13.9% |
| Participant deferral / active EE | $5,656 | $9,750-42.0% | $9,284-39.1% | $6,730-16.0% |
| Admin fee / account holder | $6,791 | $19,707-65.5% | $19,076-64.4% | $14,365-52.7% |