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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 | $722,772 | $172,111+319.9% | $150,298+380.9% | $137,256+426.6% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 2.12% | 69.37%-67.3pp | 62.79%-60.7pp | 220.34%-218.2pp |
| Employer contribution / active EE | $2,802 | $4,636-39.6% | $4,154-32.6% | $4,156-32.6% |
| Participant deferral / active EE | $10,400 | $6,166+68.7% | $5,453+90.7% | $6,407+62.3% |
| Admin fee / account holder | $3,297 | $16,471-80.0% | $14,116-76.6% | $12,270-73.1% |