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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 | $589,655 | $88,702+564.8% | $81,780+621.0% | $145,978+303.9% |
| Participation rate | 87.5% | 75.0%+12.5pp | 72.4%+15.1pp | 80.3%+7.2pp |
| Annual return | 7.74% | 1029.12%-1021.4pp | 776.27%-768.5pp | 550.52%-542.8pp |
| Employer contribution / active EE | $4,471 | $3,084+45.0% | $2,914+53.5% | $4,662-4.1% |
| Participant deferral / active EE | $10,200 | $4,645+119.6% | $4,321+136.1% | $6,690+52.5% |
| Admin fee / account holder | $17,316 | $8,414+105.8% | $7,384+134.5% | $13,400+29.2% |