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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 | $277,000 | $148,623+86.4% | $135,974+103.7% | $139,466+98.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 10.33% | 79.30%-69.0pp | 68.30%-58.0pp | 373.66%-363.3pp |
| Employer contribution / active EE | $3,339 | $5,246-36.4% | $4,859-31.3% | $4,754-29.8% |
| Participant deferral / active EE | $10,903 | $8,103+34.6% | $7,760+40.5% | $6,712+62.4% |
| Admin fee / account holder | $306 | $12,406-97.5% | $10,767-97.2% | $11,409-97.3% |