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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 | $663,251 | $183,592+261.3% | $155,574+326.3% | $145,877+354.7% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 6.56% | 61.37%-54.8pp | 64.87%-58.3pp | 551.28%-544.7pp |
| Employer contribution / active EE | $2,922 | $5,317-45.0% | $4,676-37.5% | $4,663-37.3% |
| Participant deferral / active EE | $8,134 | $6,466+25.8% | $5,629+44.5% | $6,691+21.6% |
| Admin fee / account holder | $5,000 | $19,316-74.1% | $15,914-68.6% | $13,402-62.7% |