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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 | $212,386+191.3% | $199,883+209.5% | $138,895+345.4% |
| Participation rate | 80.0% | 87.4%-7.4pp | 86.8%-6.8pp | 79.9%+0.1pp |
| Annual return | 7.84% | 47.75%-39.9pp | 43.81%-36.0pp | 145.39%-137.6pp |
| Employer contribution / active EE | $5,662 | $6,625-14.5% | $6,261-9.6% | $4,194+35.0% |
| Participant deferral / active EE | $13,656 | $9,617+42.0% | $9,138+49.4% | $6,396+113.5% |
| Admin fee / account holder | $6,159 | $18,233-66.2% | $17,268-64.3% | $12,562-51.0% |