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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 | $318,902 | $156,398+103.9% | $147,318+116.5% | $138,895+129.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 10.71% | 78.75%-68.0pp | 70.43%-59.7pp | 145.39%-134.7pp |
| Employer contribution / active EE | $15,971 | $4,853+229.1% | $4,593+247.7% | $4,194+280.8% |
| Participant deferral / active EE | $0 | $8,237-100.0% | $7,906-100.0% | $6,396-100.0% |
| Admin fee / account holder | $4,971 | $14,976-66.8% | $13,708-63.7% | $12,562-60.4% |