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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 | $533,086 | $172,111+209.7% | $150,298+254.7% | $137,256+288.4% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 9.24% | 69.37%-60.1pp | 62.79%-53.5pp | 220.34%-211.1pp |
| Employer contribution / active EE | $3,541 | $4,636-23.6% | $4,154-14.8% | $4,156-14.8% |
| Participant deferral / active EE | $15,840 | $6,166+156.9% | $5,453+190.5% | $6,407+147.2% |
| Admin fee / account holder | $19,815 | $16,471+20.3% | $14,116+40.4% | $12,270+61.5% |