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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 | $162,136+79.0% | $152,301+90.6% | $154,746+87.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 9.45% | 91.02%-81.6pp | 80.50%-71.1pp | 172.34%-162.9pp |
| Employer contribution / active EE | $12,652 | $4,890+158.7% | $4,624+173.6% | $4,379+188.9% |
| Participant deferral / active EE | $15,667 | $8,341+87.8% | $8,004+95.7% | $6,730+132.8% |
| Admin fee / account holder | $469 | $15,759-97.0% | $14,398-96.7% | $14,365-96.7% |