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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 | $618,673 | $209,336+195.5% | $197,124+213.8% | $137,256+350.7% |
| Participation rate | 80.0% | 87.3%-7.3pp | 86.7%-6.7pp | 80.0%0pp |
| Annual return | 7.84% | 48.09%-40.3pp | 44.34%-36.5pp | 220.34%-212.5pp |
| Employer contribution / active EE | $5,662 | $6,591-14.1% | $6,227-9.1% | $4,156+36.2% |
| Participant deferral / active EE | $13,656 | $9,614+42.0% | $9,135+49.5% | $6,407+113.1% |
| Admin fee / account holder | $6,159 | $17,308-64.4% | $16,298-62.2% | $12,270-49.8% |