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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 | $663,316 | $178,174+272.3% | $156,181+324.7% | $137,256+383.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 8.28% | 84.19%-75.9pp | 64.87%-56.6pp | 220.34%-212.1pp |
| Employer contribution / active EE | $2,328 | $4,972-53.2% | $4,294-45.8% | $4,156-44.0% |
| Participant deferral / active EE | $3,840 | $6,888-44.2% | $6,132-37.4% | $6,407-40.1% |
| Admin fee / account holder | $27,748 | $17,404+59.4% | $14,586+90.2% | $12,270+126.1% |