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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 | $415,604 | $156,398+165.7% | $147,318+182.1% | $138,895+199.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 7.49% | 78.75%-71.3pp | 70.43%-62.9pp | 145.39%-137.9pp |
| Employer contribution / active EE | $8,215 | $4,853+69.3% | $4,593+78.9% | $4,194+95.9% |
| Participant deferral / active EE | $31,000 | $8,237+276.3% | $7,906+292.1% | $6,396+384.7% |
| Admin fee / account holder | $24,287 | $14,976+62.2% | $13,708+77.2% | $12,562+93.3% |