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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 | $583,210 | $156,398+272.9% | $147,318+295.9% | $138,895+319.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 11.40% | 78.75%-67.3pp | 70.43%-59.0pp | 145.39%-134.0pp |
| Employer contribution / active EE | $4,901 | $4,853+1.0% | $4,593+6.7% | $4,194+16.8% |
| Participant deferral / active EE | $19,830 | $8,237+140.7% | $7,906+150.8% | $6,396+210.0% |
| Admin fee / account holder | $4,334 | $14,976-71.1% | $13,708-68.4% | $12,562-65.5% |