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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 | $227,291+172.2% | $214,702+188.2% | $155,188+298.7% |
| Participation rate | 80.0% | 88.0%-8.0pp | 87.5%-7.5pp | 80.8%-0.8pp |
| Annual return | 7.84% | 60.08%-52.2pp | 54.55%-46.7pp | 148.84%-141.0pp |
| Employer contribution / active EE | $5,662 | $6,772-16.4% | $6,461-12.4% | $4,248+33.3% |
| Participant deferral / active EE | $13,656 | $9,582+42.5% | $9,147+49.3% | $6,531+109.1% |
| Admin fee / account holder | $6,159 | $20,413-69.8% | $19,830-68.9% | $14,480-57.5% |