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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 | $532,993 | $156,398+240.8% | $147,318+261.8% | $138,895+283.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 8.76% | 78.75%-70.0pp | 70.43%-61.7pp | 145.39%-136.6pp |
| Employer contribution / active EE | $20,391 | $4,853+320.2% | $4,593+344.0% | $4,194+386.2% |
| Participant deferral / active EE | $6,200 | $8,237-24.7% | $7,906-21.6% | $6,396-3.1% |
| Admin fee / account holder | $6,353 | $14,976-57.6% | $13,708-53.7% | $12,562-49.4% |