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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 | $297,615 | $172,111+72.9% | $150,298+98.0% | $137,256+116.8% |
| Participation rate | 90.0% | 81.7%+8.3pp | 77.8%+12.2pp | 80.0%+10.0pp |
| Annual return | 9.07% | 69.37%-60.3pp | 62.79%-53.7pp | 220.34%-211.3pp |
| Employer contribution / active EE | $13,995 | $4,636+201.9% | $4,154+236.9% | $4,156+236.7% |
| Participant deferral / active EE | $7,703 | $6,166+24.9% | $5,453+41.3% | $6,407+20.2% |
| Admin fee / account holder | $6,669 | $16,471-59.5% | $14,116-52.8% | $12,270-45.6% |