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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 | $696,817 | $156,398+345.5% | $147,318+373.0% | $138,895+401.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 9.67% | 78.75%-69.1pp | 70.43%-60.8pp | 145.39%-135.7pp |
| Employer contribution / active EE | $6,553 | $4,853+35.0% | $4,593+42.7% | $4,194+56.2% |
| Participant deferral / active EE | $17,073 | $8,237+107.3% | $7,906+115.9% | $6,396+166.9% |
| Admin fee / account holder | $15,624 | $14,976+4.3% | $13,708+14.0% | $12,562+24.4% |