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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 | $473,761 | $202,440+134.0% | $169,390+179.7% | $139,466+239.7% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 7.73% | 532.36%-524.6pp | 406.07%-398.3pp | 373.66%-365.9pp |
| Employer contribution / active EE | $1,075 | $4,693-77.1% | $4,013-73.2% | $4,754-77.4% |
| Participant deferral / active EE | $7,753 | $6,940+11.7% | $6,222+24.6% | $6,712+15.5% |
| Admin fee / account holder | $2,857 | $10,722-73.4% | $9,015-68.3% | $11,409-75.0% |