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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 | $379,400 | $154,228+146.0% | $145,433+160.9% | $137,256+176.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 8.08% | 74.59%-66.5pp | 66.58%-58.5pp | 220.34%-212.3pp |
| Employer contribution / active EE | $3,017 | $4,804-37.2% | $4,554-33.8% | $4,156-27.4% |
| Participant deferral / active EE | $34,318 | $8,216+317.7% | $7,897+334.5% | $6,407+435.6% |
| Admin fee / account holder | $12,523 | $14,344-12.7% | $13,129-4.6% | $12,270+2.1% |