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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 | $859,680 | $181,896+372.6% | $156,551+449.1% | $273,972+213.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 2.22% | 30.74%-28.5pp | 32.23%-30.0pp | 41.46%-39.2pp |
| Employer contribution / active EE | $7,221 | $6,248+15.6% | $5,501+31.3% | $4,869+48.3% |
| Participant deferral / active EE | $1,998 | $5,550-64.0% | $4,871-59.0% | $5,287-62.2% |
| Admin fee / account holder | $28,685 | $15,560+84.3% | $13,028+120.2% | $10,133+183.1% |