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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 | $162,136+286.5% | $152,301+311.5% | $154,746+305.0% |
| Participation rate | 87.5% | 84.1%+3.4pp | 82.4%+5.1pp | 80.7%+6.8pp |
| Annual return | 8.53% | 91.02%-82.5pp | 80.50%-72.0pp | 172.34%-163.8pp |
| Employer contribution / active EE | $4,236 | $4,890-13.4% | $4,624-8.4% | $4,379-3.3% |
| Participant deferral / active EE | $8,877 | $8,341+6.4% | $8,004+10.9% | $6,730+31.9% |
| Admin fee / account holder | $1,964 | $15,759-87.5% | $14,398-86.4% | $14,365-86.3% |