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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 | $223,823+176.4% | $211,142+193.0% | $154,746+299.8% |
| Participation rate | 80.0% | 87.9%-7.9pp | 87.3%-7.3pp | 80.7%-0.7pp |
| Annual return | 7.84% | 50.39%-42.6pp | 46.84%-39.0pp | 172.34%-164.5pp |
| Employer contribution / active EE | $5,662 | $6,787-16.6% | $6,442-12.1% | $4,379+29.3% |
| Participant deferral / active EE | $13,656 | $9,750+40.1% | $9,284+47.1% | $6,730+102.9% |
| Admin fee / account holder | $6,159 | $19,707-68.7% | $19,076-67.7% | $14,365-57.1% |