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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 | $154,228+245.6% | $145,433+266.5% | $137,256+288.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 8.76% | 74.59%-65.8pp | 66.58%-57.8pp | 220.34%-211.6pp |
| Employer contribution / active EE | $20,391 | $4,804+324.5% | $4,554+347.7% | $4,156+390.6% |
| Participant deferral / active EE | $6,200 | $8,216-24.5% | $7,897-21.5% | $6,407-3.2% |
| Admin fee / account holder | $6,353 | $14,344-55.7% | $13,129-51.6% | $12,270-48.2% |