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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 | $964,133 | $100,970+854.9% | $96,576+898.3% | $137,256+602.4% |
| Participation rate | 75.0% | 82.6%-7.6pp | 81.4%-6.4pp | 80.0%-5.0pp |
| Annual return | 10.03% | 38.16%-28.1pp | 38.47%-28.4pp | 220.34%-210.3pp |
| Employer contribution / active EE | $1,757 | $3,809-53.9% | $3,553-50.6% | $4,156-57.7% |
| Participant deferral / active EE | $16,906 | $8,286+104.0% | $7,956+112.5% | $6,407+163.9% |
| Admin fee / account holder | $50,399 | $11,312+345.5% | $11,381+342.8% | $12,270+310.7% |