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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 | $686,590 | $154,228+345.2% | $145,433+372.1% | $137,256+400.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 11.07% | 74.59%-63.5pp | 66.58%-55.5pp | 220.34%-209.3pp |
| Employer contribution / active EE | $8,333 | $4,804+73.5% | $4,554+83.0% | $4,156+100.5% |
| Participant deferral / active EE | $20,398 | $8,216+148.3% | $7,897+158.3% | $6,407+218.4% |
| Admin fee / account holder | $7,595 | $14,344-47.1% | $13,129-42.2% | $12,270-38.1% |