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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 | $556,886 | $155,555+258.0% | $146,866+279.2% | $155,188+258.8% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.5%+5.0pp | 80.8%+6.7pp |
| Annual return | 9.52% | 115.41%-105.9pp | 102.85%-93.3pp | 148.84%-139.3pp |
| Employer contribution / active EE | $5,625 | $4,647+21.1% | $4,425+27.1% | $4,248+32.4% |
| Participant deferral / active EE | $11,520 | $8,044+43.2% | $7,759+48.5% | $6,531+76.4% |
| Admin fee / account holder | $71,222 | $14,755+382.7% | $13,620+422.9% | $14,480+391.9% |