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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 | $155,555+242.6% | $146,866+262.9% | $155,188+243.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 8.76% | 115.41%-106.7pp | 102.85%-94.1pp | 148.84%-140.1pp |
| Employer contribution / active EE | $20,391 | $4,647+338.8% | $4,425+360.9% | $4,248+380.0% |
| Participant deferral / active EE | $6,200 | $8,044-22.9% | $7,759-20.1% | $6,531-5.1% |
| Admin fee / account holder | $6,353 | $14,755-56.9% | $13,620-53.4% | $14,480-56.1% |