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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 | $379,212 | $148,623+155.2% | $135,974+178.9% | $139,466+171.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 9.68% | 79.30%-69.6pp | 68.30%-58.6pp | 373.66%-364.0pp |
| Employer contribution / active EE | $1,722 | $5,246-67.2% | $4,859-64.6% | $4,754-63.8% |
| Participant deferral / active EE | $8,156 | $8,103+0.7% | $7,760+5.1% | $6,712+21.5% |
| Admin fee / account holder | $667 | $12,406-94.6% | $10,767-93.8% | $11,409-94.2% |