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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 | $658,735 | $111,535+490.6% | $105,223+526.0% | $137,256+379.9% |
| Participation rate | 83.3% | 78.1%+5.2pp | 75.0%+8.3pp | 80.0%+3.4pp |
| Annual return | 10.65% | 237.85%-227.2pp | 180.65%-170.0pp | 220.34%-209.7pp |
| Employer contribution / active EE | $10,000 | $3,939+153.8% | $3,689+171.1% | $4,156+140.6% |
| Participant deferral / active EE | $4,267 | $5,500-22.4% | $5,072-15.9% | $6,407-33.4% |
| Admin fee / account holder | $20,247 | $9,721+108.3% | $8,859+128.6% | $12,270+65.0% |