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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 | $505,204 | $181,062+179.0% | $158,223+219.3% | $155,188+225.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 7.46% | 57.39%-49.9pp | 52.09%-44.6pp | 148.84%-141.4pp |
| Employer contribution / active EE | $5,875 | $4,565+28.7% | $4,109+43.0% | $4,248+38.3% |
| Participant deferral / active EE | $11,653 | $6,134+90.0% | $5,467+113.1% | $6,531+78.4% |
| Admin fee / account holder | $5,586 | $18,825-70.3% | $16,047-65.2% | $14,480-61.4% |