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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 | $577,825 | $172,111+235.7% | $150,298+284.5% | $137,256+321.0% |
| Participation rate | 75.0% | 81.7%-6.7pp | 77.8%-2.8pp | 80.0%-5.0pp |
| Annual return | 10.34% | 69.37%-59.0pp | 62.79%-52.4pp | 220.34%-210.0pp |
| Employer contribution / active EE | $1,461 | $4,636-68.5% | $4,154-64.8% | $4,156-64.8% |
| Participant deferral / active EE | $11,068 | $6,166+79.5% | $5,453+103.0% | $6,407+72.8% |
| Admin fee / account holder | $6,813 | $16,471-58.6% | $14,116-51.7% | $12,270-44.5% |