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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 | $544,641 | $239,571+127.3% | $183,328+197.1% | $137,256+296.8% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 80.0%+20.0pp |
| Annual return | 10.06% | 35.69%-25.6pp | 29.67%-19.6pp | 220.34%-210.3pp |
| Employer contribution / active EE | $5,826 | $6,148-5.2% | $5,055+15.3% | $4,156+40.2% |
| Participant deferral / active EE | $14,239 | $7,995+78.1% | $6,795+109.5% | $6,407+122.2% |
| Admin fee / account holder | $9,022 | $30,059-70.0% | $21,427-57.9% | $12,270-26.5% |