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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 | $540,651 | $201,344+168.5% | $184,243+193.4% | $145,877+270.6% |
| Participation rate | 81.8% | 87.5%-5.7pp | 86.8%-5.0pp | 80.3%+1.5pp |
| Annual return | 9.29% | 29.01%-19.7pp | 28.82%-19.5pp | 551.28%-542.0pp |
| Employer contribution / active EE | $6,241 | $7,022-11.1% | $6,427-2.9% | $4,663+33.9% |
| Participant deferral / active EE | $9,295 | $9,807-5.2% | $9,132+1.8% | $6,691+38.9% |
| Admin fee / account holder | $2,333 | $16,382-85.8% | $13,914-83.2% | $13,402-82.6% |