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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 | $290,272 | $154,228+88.2% | $145,433+99.6% | $137,256+111.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 9.45% | 74.59%-65.1pp | 66.58%-57.1pp | 220.34%-210.9pp |
| Employer contribution / active EE | $12,652 | $4,804+163.4% | $4,554+177.8% | $4,156+204.4% |
| Participant deferral / active EE | $15,667 | $8,216+90.7% | $7,897+98.4% | $6,407+144.5% |
| Admin fee / account holder | $469 | $14,344-96.7% | $13,129-96.4% | $12,270-96.2% |