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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 | $626,674 | $154,228+306.3% | $145,433+330.9% | $137,256+356.6% |
| Participation rate | 87.5% | 83.8%+3.7pp | 82.1%+5.4pp | 80.0%+7.5pp |
| Annual return | 8.53% | 74.59%-66.1pp | 66.58%-58.0pp | 220.34%-211.8pp |
| Employer contribution / active EE | $4,236 | $4,804-11.8% | $4,554-7.0% | $4,156+1.9% |
| Participant deferral / active EE | $8,877 | $8,216+8.0% | $7,897+12.4% | $6,407+38.5% |
| Admin fee / account holder | $1,964 | $14,344-86.3% | $13,129-85.0% | $12,270-84.0% |