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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 | $591,777 | $156,398+278.4% | $147,318+301.7% | $138,895+326.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 9.07% | 78.75%-69.7pp | 70.43%-61.4pp | 145.39%-136.3pp |
| Employer contribution / active EE | $26,520 | $4,853+446.4% | $4,593+477.4% | $4,194+532.3% |
| Participant deferral / active EE | $14,147 | $8,237+71.7% | $7,906+78.9% | $6,396+121.2% |
| Admin fee / account holder | $8,343 | $14,976-44.3% | $13,708-39.1% | $12,562-33.6% |