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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 | $184,014+260.5% | $161,149+311.6% | $138,895+377.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 8.28% | 21.52%-13.2pp | 21.16%-12.9pp | 145.39%-137.1pp |
| Employer contribution / active EE | $2,328 | $5,055-53.9% | $4,360-46.6% | $4,194-44.5% |
| Participant deferral / active EE | $3,840 | $6,909-44.4% | $6,153-37.6% | $6,396-40.0% |
| Admin fee / account holder | $27,748 | $18,027+53.9% | $15,194+82.6% | $12,562+120.9% |