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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 | $760,896 | $156,398+386.5% | $147,318+416.5% | $138,895+447.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 10.63% | 78.75%-68.1pp | 70.43%-59.8pp | 145.39%-134.8pp |
| Employer contribution / active EE | $3,723 | $4,853-23.3% | $4,593-18.9% | $4,194-11.2% |
| Participant deferral / active EE | $11,617 | $8,237+41.0% | $7,906+46.9% | $6,396+81.6% |
| Admin fee / account holder | $14,840 | $14,976-0.9% | $13,708+8.3% | $12,562+18.1% |