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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 | $502,638 | $154,228+225.9% | $145,433+245.6% | $137,256+266.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 8.69% | 74.59%-65.9pp | 66.58%-57.9pp | 220.34%-211.7pp |
| Employer contribution / active EE | $6,666 | $4,804+38.8% | $4,554+46.4% | $4,156+60.4% |
| Participant deferral / active EE | $12,956 | $8,216+57.7% | $7,897+64.1% | $6,407+102.2% |
| Admin fee / account holder | $9,233 | $14,344-35.6% | $13,129-29.7% | $12,270-24.8% |