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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 | $542,836 | $174,379+211.3% | $152,093+256.9% | $138,895+290.8% |
| Participation rate | 75.0% | 81.6%-6.6pp | 77.8%-2.8pp | 79.9%-4.9pp |
| Annual return | 9.46% | 74.86%-65.4pp | 66.36%-56.9pp | 145.39%-135.9pp |
| Employer contribution / active EE | $2,127 | $4,652-54.3% | $4,175-49.1% | $4,194-49.3% |
| Participant deferral / active EE | $5,757 | $6,159-6.5% | $5,451+5.6% | $6,396-10.0% |
| Admin fee / account holder | $127,822 | $16,880+657.2% | $14,497+781.7% | $12,562+917.5% |