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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 | $608,182 | $174,379+248.8% | $152,093+299.9% | $138,895+337.9% |
| Participation rate | 80.0% | 81.6%-1.6pp | 77.8%+2.2pp | 79.9%+0.1pp |
| Annual return | 6.05% | 74.86%-68.8pp | 66.36%-60.3pp | 145.39%-139.3pp |
| Employer contribution / active EE | $20,367 | $4,652+337.8% | $4,175+387.9% | $4,194+385.6% |
| Participant deferral / active EE | $12,720 | $6,159+106.5% | $5,451+133.3% | $6,396+98.9% |
| Admin fee / account holder | $10,838 | $16,880-35.8% | $14,497-25.2% | $12,562-13.7% |