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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 | $223,823+150.0% | $211,142+165.0% | $154,746+261.6% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 8.45% | 50.39%-41.9pp | 46.84%-38.4pp | 172.34%-163.9pp |
| Employer contribution / active EE | $11,614 | $6,787+71.1% | $6,442+80.3% | $4,379+165.2% |
| Participant deferral / active EE | $14,738 | $9,750+51.1% | $9,284+58.7% | $6,730+119.0% |
| Admin fee / account holder | $11,952 | $19,707-39.4% | $19,076-37.3% | $14,365-16.8% |