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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 | $759,332 | $111,535+580.8% | $105,223+621.6% | $137,256+453.2% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.0%0pp | 80.0%-5.0pp |
| Annual return | 11.08% | 237.85%-226.8pp | 180.65%-169.6pp | 220.34%-209.3pp |
| Employer contribution / active EE | $3,802 | $3,939-3.5% | $3,689+3.1% | $4,156-8.5% |
| Participant deferral / active EE | $10,616 | $5,500+93.0% | $5,072+109.3% | $6,407+65.7% |
| Admin fee / account holder | $169,312 | $9,721+1641.6% | $8,859+1811.2% | $12,270+1279.9% |