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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 | $559,139 | $239,571+133.4% | $183,328+205.0% | $137,256+307.4% |
| Participation rate | 95.5% | 82.4%+13.1pp | 77.3%+18.1pp | 80.0%+15.5pp |
| Annual return | 8.14% | 35.69%-27.5pp | 29.67%-21.5pp | 220.34%-212.2pp |
| Employer contribution / active EE | $7,110 | $6,148+15.6% | $5,055+40.6% | $4,156+71.1% |
| Participant deferral / active EE | $0 | $7,995-100.0% | $6,795-100.0% | $6,407-100.0% |
| Admin fee / account holder | $32,669 | $30,059+8.7% | $21,427+52.5% | $12,270+166.2% |