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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 | $559,525 | $209,336+167.3% | $197,124+183.8% | $137,256+307.7% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 8.45% | 48.09%-39.6pp | 44.34%-35.9pp | 220.34%-211.9pp |
| Employer contribution / active EE | $11,614 | $6,591+76.2% | $6,227+86.5% | $4,156+179.4% |
| Participant deferral / active EE | $14,738 | $9,614+53.3% | $9,135+61.3% | $6,407+130.0% |
| Admin fee / account holder | $11,952 | $17,308-30.9% | $16,298-26.7% | $12,270-2.6% |