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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 | $282,059+98.2% | $213,469+161.9% | $154,746+261.3% |
| Participation rate | 95.5% | 82.7%+12.8pp | 77.1%+18.3pp | 80.7%+14.8pp |
| Annual return | 8.14% | 20.90%-12.8pp | 20.58%-12.4pp | 172.34%-164.2pp |
| Employer contribution / active EE | $7,110 | $6,189+14.9% | $4,994+42.4% | $4,379+62.4% |
| Participant deferral / active EE | $0 | $8,186-100.0% | $6,841-100.0% | $6,730-100.0% |
| Admin fee / account holder | $32,669 | $37,435-12.7% | $27,141+20.4% | $14,365+127.4% |