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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 | $618,405 | $217,392+184.5% | $185,818+232.8% | $167,497+269.2% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 4.27% | 148.37%-144.1pp | 122.06%-117.8pp | 478.62%-474.3pp |
| Employer contribution / active EE | $4,545 | $5,873-22.6% | $5,168-12.0% | $4,838-6.0% |
| Participant deferral / active EE | $0 | $6,357-100.0% | $5,568-100.0% | $6,341-100.0% |
| Admin fee / account holder | $24,782 | $19,813+25.1% | $16,239+52.6% | $12,310+101.3% |