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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 | $577,315 | $154,228+274.3% | $145,433+297.0% | $137,256+320.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 11.41% | 74.59%-63.2pp | 66.58%-55.2pp | 220.34%-208.9pp |
| Employer contribution / active EE | $2,094 | $4,804-56.4% | $4,554-54.0% | $4,156-49.6% |
| Participant deferral / active EE | $10,925 | $8,216+33.0% | $7,897+38.3% | $6,407+70.5% |
| Admin fee / account holder | $15,563 | $14,344+8.5% | $13,129+18.5% | $12,270+26.8% |