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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 | $183,539+177.1% | $155,556+226.9% | $145,897+248.6% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 5.91% | 61.31%-55.4pp | 64.84%-58.9pp | 552.29%-546.4pp |
| Employer contribution / active EE | $1,525 | $5,315-71.3% | $4,675-67.4% | $4,663-67.3% |
| Participant deferral / active EE | $11,500 | $6,467+77.8% | $5,631+104.2% | $6,689+71.9% |
| Admin fee / account holder | $5,990 | $19,275-68.9% | $15,885-62.3% | $13,390-55.3% |