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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 | $114,119+477.2% | $107,187+514.6% | $138,895+374.3% |
| Participation rate | 83.3% | 78.1%+5.3pp | 75.0%+8.3pp | 79.9%+3.4pp |
| Annual return | 10.65% | 273.21%-262.6pp | 204.55%-193.9pp | 145.39%-134.7pp |
| Employer contribution / active EE | $10,000 | $4,059+146.4% | $3,782+164.4% | $4,194+138.4% |
| Participant deferral / active EE | $4,267 | $5,538-23.0% | $5,096-16.3% | $6,396-33.3% |
| Admin fee / account holder | $20,247 | $10,024+102.0% | $9,162+121.0% | $12,562+61.2% |