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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 | $156,398+221.4% | $147,318+241.2% | $138,895+261.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 8.69% | 78.75%-70.1pp | 70.43%-61.7pp | 145.39%-136.7pp |
| Employer contribution / active EE | $6,666 | $4,853+37.4% | $4,593+45.1% | $4,194+58.9% |
| Participant deferral / active EE | $12,956 | $8,237+57.3% | $7,906+63.9% | $6,396+102.6% |
| Admin fee / account holder | $9,233 | $14,976-38.3% | $13,708-32.6% | $12,562-26.5% |