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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 | $155,555+302.9% | $146,866+326.7% | $155,188+303.8% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.5%+5.0pp | 80.8%+6.7pp |
| Annual return | 8.53% | 115.41%-106.9pp | 102.85%-94.3pp | 148.84%-140.3pp |
| Employer contribution / active EE | $4,236 | $4,647-8.8% | $4,425-4.3% | $4,248-0.3% |
| Participant deferral / active EE | $8,877 | $8,044+10.3% | $7,759+14.4% | $6,531+35.9% |
| Admin fee / account holder | $1,964 | $14,755-86.7% | $13,620-85.6% | $14,480-86.4% |