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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 | $751,956 | $183,988+308.7% | $162,177+363.7% | $152,897+391.8% |
| Participation rate | 72.7% | 88.5%-15.8pp | 87.6%-14.8pp | 82.5%-9.7pp |
| Annual return | 7.93% | 150.79%-142.9pp | 115.60%-107.7pp | 345.43%-337.5pp |
| Employer contribution / active EE | $13,717 | $6,370+115.3% | $5,613+144.4% | $4,764+188.0% |
| Participant deferral / active EE | $10,828 | $8,032+34.8% | $7,297+48.4% | $5,851+85.1% |
| Admin fee / account holder | $8,297 | $13,123-36.8% | $10,843-23.5% | $11,599-28.5% |