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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 | $877,397 | $154,228+468.9% | $145,433+503.3% | $137,256+539.2% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 80.0%-5.0pp |
| Annual return | 6.78% | 74.59%-67.8pp | 66.58%-59.8pp | 220.34%-213.6pp |
| Employer contribution / active EE | $2,600 | $4,804-45.9% | $4,554-42.9% | $4,156-37.4% |
| Participant deferral / active EE | $15,805 | $8,216+92.4% | $7,897+100.1% | $6,407+146.7% |
| Admin fee / account holder | $4,484 | $14,344-68.7% | $13,129-65.8% | $12,270-63.5% |