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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 | $460,798 | $126,661+263.8% | $113,397+306.4% | $138,895+231.8% |
| Participation rate | 94.7% | 79.4%+15.3pp | 76.5%+18.2pp | 79.9%+14.8pp |
| Annual return | 8.70% | 25.05%-16.4pp | 23.20%-14.5pp | 145.39%-136.7pp |
| Employer contribution / active EE | $7,601 | $3,456+119.9% | $2,977+155.3% | $4,194+81.2% |
| Participant deferral / active EE | $10,946 | $5,693+92.3% | $5,076+115.6% | $6,396+71.1% |
| Admin fee / account holder | $66,610 | $14,549+357.8% | $11,957+457.1% | $12,562+430.2% |