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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 | $825,684 | $175,231+371.2% | $149,696+451.6% | $139,466+492.0% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 5.84% | 166.77%-160.9pp | 134.46%-128.6pp | 373.66%-367.8pp |
| Employer contribution / active EE | $3,956 | $5,478-27.8% | $4,821-17.9% | $4,754-16.8% |
| Participant deferral / active EE | $10,823 | $6,521+66.0% | $5,682+90.5% | $6,712+61.3% |
| Admin fee / account holder | $2,957 | $16,155-81.7% | $13,212-77.6% | $11,409-74.1% |