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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 | $508,537 | $183,592+177.0% | $155,574+226.9% | $145,877+248.6% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 5.91% | 61.37%-55.5pp | 64.87%-59.0pp | 551.28%-545.4pp |
| Employer contribution / active EE | $1,525 | $5,317-71.3% | $4,676-67.4% | $4,663-67.3% |
| Participant deferral / active EE | $11,500 | $6,466+77.8% | $5,629+104.3% | $6,691+71.9% |
| Admin fee / account holder | $5,990 | $19,316-69.0% | $15,914-62.4% | $13,402-55.3% |