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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 | $707,325 | $154,228+358.6% | $145,433+386.4% | $137,256+415.3% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 80.0%-5.0pp |
| Annual return | 10.80% | 74.59%-63.8pp | 66.58%-55.8pp | 220.34%-209.5pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $11,597 | $8,216+41.1% | $7,897+46.8% | $6,407+81.0% |
| Admin fee / account holder | $3,368 | $14,344-76.5% | $13,129-74.3% | $12,270-72.5% |