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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 | $663,913 | $174,379+280.7% | $152,093+336.5% | $138,895+378.0% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 10.09% | 74.86%-64.8pp | 66.36%-56.3pp | 145.39%-135.3pp |
| Employer contribution / active EE | $5,584 | $4,652+20.0% | $4,175+33.7% | $4,194+33.1% |
| Participant deferral / active EE | $6,128 | $6,159-0.5% | $5,451+12.4% | $6,396-4.2% |
| Admin fee / account holder | $27,100 | $16,880+60.5% | $14,497+86.9% | $12,562+115.7% |